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 LLC5 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,374 | $50,815-36.3% | $155,509-79.2% | $77,643-58.3% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 19.80% | 34.80%-15.0pp | 64.67%-44.9pp | 31.24%-11.4pp |
| Employer contribution / active EE | $3,000 | $1,993+50.5% | $4,672-35.8% | $2,726+10.0% |
| Participant deferral / active EE | $4,147 | $2,822+47.0% | $5,626-26.3% | $4,647-10.8% |
| Admin fee / account holder | $144 | $437-67.1% | $15,912-99.1% | $430-66.6% |