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 GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST LL Service code 15 · EIN 38-3944313 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $17,947 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,070 | $28,416-22.3% | $73,545-70.0% | $69,631-68.3% |
| Participation rate | 96.4% | 38.3%+58.0pp | 54.9%+41.4pp | 70.7%+25.7pp |
| Annual return | 13.61% | -694.13%+707.7pp | -15.16%+28.8pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,083 | $430+151.6% | $1,219-11.1% | $2,032-46.7% |
| Participant deferral / active EE | $1,170 | $897+30.4% | $1,806-35.2% | $3,224-63.7% |
| Admin fee / account holder | $32 | $104-69.1% | $2,320-98.6% | $110-70.8% |