Filed April 30, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 | Recordkeeping | $14,004 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,990 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,940 | $45,068-46.9% | $67,221-64.4% | $73,409-67.4% |
| Participation rate | 81.6% | 75.3%+6.3pp | 79.4%+2.3pp | 72.2%+9.5pp |
| Annual return | 12.91% | 16.15%-3.2pp | 20.72%-7.8pp | 59.29%-46.4pp |
| Employer contribution / active EE | $169 | $2,041-91.7% | $3,723-95.5% | $2,234-92.4% |
| Participant deferral / active EE | $1,215 | $2,660-54.3% | $4,384-72.3% | $3,805-68.1% |
| Admin fee / account holder | $31 | $111-71.8% | $5,844-99.5% | $158-80.2% |