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 6-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 INC. Service code 99 | Other Fees | $9,681 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 49 · EIN 33-0785439 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,168 | $29,548-11.4% | $56,411-53.6% | $77,643-66.3% |
| Participation rate | 24.8% | 32.7%-7.9pp | 52.5%-27.7pp | 70.6%-45.8pp |
| Annual return | 16.74% | 19.01%-2.3pp | 1701.33%-1684.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,039 | $568+83.1% | $1,039+0.1% | $2,726-61.9% |
| Participant deferral / active EE | $2,144 | $1,061+102.1% | $1,952+9.9% | $4,647-53.9% |
| Admin fee / account holder | $46 | $1,046-95.6% | $2,829-98.4% | $430-89.3% |