See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 INSURANCE SERVICES Service code 13 101 PARK AVE · NEW YORK, NY 10178 | Contract Administrator | $815 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,948 | $69,010-92.8% | $159,960-96.9% | $68,494-92.8% |
| Participation rate | 76.5% | 65.4%+11.1pp | 78.0%-1.5pp | 67.9%+8.6pp |
| Annual return | -18.30% | -9.65%-8.7pp | 408.60%-426.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,741 | $4,212-58.7% | $6,182-71.8% | $4,027-56.8% |
| Admin fee / account holder | $23 | $4,798-99.5% | $8,698-99.7% | $5,403-99.6% |