See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 14 · EIN 38-3944313 | Plan Administrator | $20,655 |
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 | $211,665 | $55,453+281.7% | $170,442+24.2% | $62,292+239.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.31% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $14,174 | $2,164+555.1% | $5,433+160.9% | $2,042+594.0% |
| Participant deferral / active EE | $5,797 | $2,303+151.8% | $4,939+17.4% | $3,169+82.9% |
| Admin fee / account holder | $132 | $455-70.9% | $13,880-99.0% | $479-72.4% |