Filed January 19, 2021
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,110 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 | Advisory (Plan) | $26,434 |
Filed as: ALLIANT INSURANCE SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,696 | $47,722-62.9% | $82,719-78.6% | $64,808-72.7% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -13.42% | -13.05%-0.4pp | 701.18%-714.6pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,935 | $2,179-11.2% | $3,009-35.7% | $2,506-22.8% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $100 | $143-29.8% | $5,329-98.1% | $188-46.5% |