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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.
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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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $42,165 |
Filed as: ALLIANT INSURANCE SERVICES Service code 27 PO BOX 22052 · NEW YORK, NY 100872052 | Advisory (Plan) | $22,689 |
Service code 99 · EIN 46-2919997 | Other Fees | $18,351 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,924 | $56,485-87.7% | $185,823-96.3% | $86,799-92.0% |
| Participation rate | 93.5% | 65.5%+28.1pp | 81.7%+11.8pp | 72.3%+21.3pp |
| Annual return | 19.02% | 118.04%-99.0pp | 122.05%-103.0pp | 97.91%-78.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,131 | $2,553-16.5% | $5,568-61.7% | $4,131-48.4% |
| Admin fee / account holder | $108 | $150-28.1% | $16,237-99.3% | $170-36.6% |