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 6-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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 · EIN 33-0785439 | Contract Administrator | $116,521 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,210 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,408 | $65,908+20.5% | $81,812-2.9% | $77,643+2.3% |
| Participation rate | 78.6% | 65.8%+12.8pp | 72.3%+6.2pp | 70.6%+8.0pp |
| Annual return | 16.85% | 26.64%-9.8pp | 773.79%-756.9pp | 31.24%-14.4pp |
| Employer contribution / active EE | $3,306 | $2,370+39.5% | $2,912+13.5% | $2,726+21.3% |
| Participant deferral / active EE | $6,692 | $3,505+90.9% | $4,319+55.0% | $4,647+44.0% |
| Admin fee / account holder | $291 | $526-44.7% | $7,386-96.1% | $430-32.4% |