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 10-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 RETIREMENT SERVCICES INC. Service code 99 | Other Fees | $76,611 |
Filed as: JOHN HANCOCK Service code 64 | Recordkeeping Fees | $42,531 |
MARCUM LLP3 years Service code 10 | Accounting | $25,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,896 | $80,724+75.8% | $103,333+37.3% | $74,495+90.5% |
| Participation rate | 83.0% | 65.7%+17.3pp | 74.5%+8.5pp | 67.2%+15.8pp |
| Annual return | 11.43% | 27.56%-16.1pp | 24.88%-13.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $28,491 | $3,157+802.4% | $3,868+636.6% | $2,623+986.2% |
| Participant deferral / active EE | $4,137 | $3,860+7.2% | $5,057-18.2% | $4,346-4.8% |
| Admin fee / account holder | $420 | $2,368-82.3% | $8,355-95.0% | $1,942-78.4% |