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 GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP RM Service code 15 · EIN 87-0364490 | Recordkeeping | $12,515 |
TRAVERSE PLANNING3+ years Service code 26 · EIN 41-2188524 | Advisory (Participants) | $6,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,393 | $63,442-83.6% | $68,791-84.9% | $66,914-84.5% |
| Participation rate | 55.1% | 60.0%-4.8pp | 69.0%-13.9pp | 69.8%-14.7pp |
| Annual return | -19.84% | -8.29%-11.6pp | -6.38%-13.5pp | 1.58%-21.4pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,532 | $2,945-14.0% | $3,941-35.8% | $4,237-40.2% |
| Admin fee / account holder | $177 | $577-69.4% | $4,932-96.4% | $593-70.2% |