Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 employees
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 |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,780 | $67,505+195.9% | $90,223+121.4% | $67,505+195.9% |
| Participation rate | 95.6% | 71.2%+24.4pp | 79.0%+16.6pp | 71.2%+24.4pp |
| Annual return | -3.81% | 6.52%-10.3pp | 1.31%-5.1pp | 6.52%-10.3pp |
| Employer contribution / active EE | $7,514 | $2,173+245.8% | $4,378+71.6% | $2,173+245.8% |
| Participant deferral / active EE | $10,990 | $3,597+205.6% | $5,792+89.7% | $3,597+205.6% |
| Admin fee / account holder | $0 | $56-100.0% | $7,406-100.0% | $56-100.0% |