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 PLANNING5+ years Service code 26 · EIN 41-2188524 | Advisory (Participants) | $17,211 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP RM Service code 15 · EIN 87-0364490 | Recordkeeping | $10,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,134 | $54,517-66.7% | $75,972-76.1% | $74,495-75.7% |
| Participation rate | 56.8% | 60.3%-3.5pp | 69.1%-12.3pp | 67.2%-10.4pp |
| Annual return | 16.55% | 31.82%-15.3pp | 359.55%-343.0pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,532 | $3,066-17.4% | $4,255-40.5% | $4,346-41.7% |
| Admin fee / account holder | $176 | $2,229-92.1% | $6,467-97.3% | $1,942-90.9% |