Filed February 10, 2009 (most recent of 2 filings on file)
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 5-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 GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP RM Service code 15 · EIN 87-0364490 | Recordkeeping | $10,478 |
TRAVERSE PLANNING1+ years Service code 26 · EIN 41-2188524 | Advisory (Participants) | $677 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,447 | $55,636-95.6% | $81,983-97.0% | $73,488-96.7% |
| Participation rate | 82.0% | 62.3%+19.7pp | 69.2%+12.7pp | 70.7%+11.3pp |
| Annual return | 0.00% | 19.07%-19.1pp | 41.31%-41.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,788 | $2,762-35.3% | $3,722-52.0% | $3,740-52.2% |
| Admin fee / account holder | $67 | $493-86.4% | $5,664-98.8% | $513-87.0% |