Filed November 3, 2022 (most recent of 2 filings on file)
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 GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $31,291 |
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 | $87,198 | $63,905+36.5% | $74,183+17.5% | $57,658+51.2% |
| Participation rate | 98.9% | 79.8%+19.1pp | 76.6%+22.3pp | 70.2%+28.6pp |
| Annual return | 8.15% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,503 | $1,840-18.3% | $2,370-36.6% | $1,974-23.9% |
| Participant deferral / active EE | $4,374 | $3,448+26.8% | $3,550+23.2% | $3,061+42.9% |
| Admin fee / account holder | $51 | $91-44.2% | $5,586-99.1% | $95-46.2% |