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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $0 |
CETERA ADVISOR NETWORKS LLC4 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONALS Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,313 | $61,272-53.8% | $149,673-81.1% | $71,457-60.4% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.3pp | 67.9%+21.1pp |
| Annual return | 9.99% | 35.85%-25.9pp | 134.42%-124.4pp | 28.85%-18.9pp |
| Employer contribution / active EE | $2,589 | $2,378+8.9% | $4,818-46.3% | $2,588+0.1% |
| Participant deferral / active EE | $4,339 | $2,917+48.7% | $5,680-23.6% | $4,289+1.2% |
| Admin fee / account holder | $134 | $1,261-89.4% | $13,210-99.0% | $1,587-91.5% |