Filed December 21, 2010
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $142,547 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $92,479 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,533 | $47,456-73.6% | $172,739-92.7% | $77,787-83.9% |
| Participation rate | 95.5% | 66.3%+29.2pp | 82.6%+12.9pp | 73.2%+22.3pp |
| Annual return | 23.90% | 35.57%-11.7pp | 802.84%-778.9pp | 32.57%-8.7pp |
| Employer contribution / active EE | $222 | $1,574-85.9% | $5,143-95.7% | $2,504-91.2% |
| Participant deferral / active EE | $1,314 | $2,560-48.7% | $5,198-74.7% | $3,967-66.9% |
| Admin fee / account holder | $70 | $81-12.9% | $13,954-99.5% | $100-29.6% |