Filed July 12, 2010
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 10-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 SOUTHWEST LL Service code 15 · EIN 38-3944313 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $13,928 |
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 | $18,400 | $23,385-21.3% | $69,182-73.4% | $57,658-68.1% |
| Participation rate | 99.5% | 37.9%+61.6pp | 55.1%+44.4pp | 70.2%+29.3pp |
| Annual return | 6.61% | -659.34%+666.0pp | -21.93%+28.5pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,124 | $422+166.1% | $1,206-6.8% | $1,974-43.0% |
| Participant deferral / active EE | $1,171 | $843+38.9% | $1,897-38.3% | $3,061-61.7% |
| Admin fee / account holder | $24 | $82-70.7% | $2,697-99.1% | $95-74.6% |