See peer percentile detail. $4.99 for your first month.
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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 49 · EIN 71-0294708 | Other Services | $20,286 |
Filed as: CETERA ADVISOR NETWORK, LLC Service code 55 · EIN 06-1375177 | Other Commissions | $18 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,647 | $104,475+150.4% | $159,436+64.1% | $79,386+229.6% |
| Participation rate | 85.0% | 76.6%+8.4pp | 82.8%+2.1pp | 70.7%+14.3pp |
| Annual return | 19.08% | 67.95%-48.9pp | 263.57%-244.5pp | 116.85%-97.8pp |
| Employer contribution / active EE | $3,559 | $3,417+4.2% | $4,829-26.3% | $2,427+46.6% |
| Participant deferral / active EE | $8,775 | $6,467+35.7% | $7,352+19.3% | $4,046+116.9% |
| Admin fee / account holder | $21 | $711-97.1% | $10,799-99.8% | $626-96.7% |