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 LLC6 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 |
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 | $39,295 | $50,982-22.9% | $154,803-74.6% | $85,563-54.1% |
| Participation rate | 99.3% | 59.8%+39.5pp | 78.1%+21.2pp | 66.0%+33.3pp |
| Annual return | 16.30% | 30.35%-14.1pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $4,508 | $1,708+163.9% | $4,305+4.7% | $2,654+69.9% |
| Participant deferral / active EE | $4,646 | $2,474+87.8% | $5,540-16.1% | $4,375+6.2% |
| Admin fee / account holder | $180 | $846-78.7% | $14,329-98.7% | $834-78.4% |