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 7-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) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$340 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,197 | $99,957+12.2% | $149,696-25.1% | $73,488+52.7% |
| Participation rate | 75.7% | 75.7%0pp | 82.5%-6.8pp | 70.7%+5.0pp |
| Annual return | 14.95% | 53.87%-38.9pp | 276.60%-261.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,611 | $6,073+8.9% | $6,842-3.4% | $3,740+76.8% |
| Admin fee / account holder | $131 | $551-76.3% | $9,309-98.6% | $513-74.5% |