Filed August 12, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 11018 | Contract Administrator | $117,959 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,886 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,664 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,679 | $53,136-51.7% | $155,509-83.5% | $199,593-87.1% |
| Participation rate | 95.9% | 64.1%+31.8pp | 78.2%+17.7pp | 72.0%+23.9pp |
| Annual return | 11.86% | 41.15%-29.3pp | 64.67%-52.8pp | 34.25%-22.4pp |
| Employer contribution / active EE | $1,917 | $1,851+3.6% | $4,672-59.0% | $3,034-36.8% |
| Participant deferral / active EE | $2,838 | $3,161-10.2% | $5,626-49.6% | $5,087-44.2% |
| Admin fee / account holder | $114 | $185-38.6% | $15,912-99.3% | $269-57.7% |