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 |
|---|---|---|
TRAVERSE PLANNING4+ years Service code 26 · EIN 41-2188524 | Advisory (Participants) | $9,438 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP RM Service code 15 · EIN 87-0364490 | Recordkeeping | $8,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,316 | $51,045-68.0% | $70,515-76.9% | $71,457-77.2% |
| Participation rate | 52.2% | 59.4%-7.3pp | 68.3%-16.2pp | 67.9%-15.8pp |
| Annual return | 20.91% | 42.63%-21.7pp | 32.77%-11.9pp | 28.85%-7.9pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,012 | $3,026-0.5% | $4,567-34.0% | $4,289-29.8% |
| Admin fee / account holder | $155 | $1,994-92.2% | $6,412-97.6% | $1,587-90.3% |