Filed May 26, 2022
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 9-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 37 · EIN 04-2647786 | Loan Processing | $32,013 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,433 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $4,904 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONALS Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,486 | $65,061-62.4% | $143,757-83.0% | $66,914-63.4% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -13.85% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,232 | $2,361-5.5% | $4,951-54.9% | $2,544-12.3% |
| Participant deferral / active EE | $3,608 | $2,919+23.6% | $5,637-36.0% | $4,237-14.8% |
| Admin fee / account holder | $141 | $502-71.8% | $14,673-99.0% | $593-76.2% |