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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 | -$1,895 |
Employer contribution per participant 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 | $127,157 | $104,475+21.7% | $159,436-20.2% | $79,386+60.2% |
| Participation rate | 76.1% | 76.6%-0.5pp | 82.8%-6.7pp | 70.7%+5.4pp |
| Annual return | 14.11% | 67.95%-53.8pp | 263.57%-249.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,248 | $6,467-3.4% | $7,352-15.0% | $4,046+54.4% |
| Admin fee / account holder | $109 | $711-84.7% | $10,799-99.0% | $626-82.7% |