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 GROUP7 years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 | Recordkeeping | $12,461 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $3,886 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,993 | $43,709-42.8% | $61,491-59.4% | $64,808-61.4% |
| Participation rate | 70.4% | 69.2%+1.2pp | 79.3%-8.9pp | 71.5%-1.1pp |
| Annual return | -15.69% | -9.98%-5.7pp | -12.98%-2.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $595 | $2,113-71.8% | $4,246-86.0% | $2,506-76.3% |
| Participant deferral / active EE | $1,379 | $3,022-54.3% | $5,188-73.4% | $4,310-68.0% |
| Admin fee / account holder | $34 | $131-73.9% | $4,312-99.2% | $188-81.8% |