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 AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $27,761 |
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 | $39,127 | $78,781-50.3% | $100,516-61.1% | $73,409-46.7% |
| Participation rate | 93.8% | 80.0%+13.7pp | 79.4%+14.3pp | 72.2%+21.6pp |
| Annual return | 20.11% | 31.69%-11.6pp | 30.89%-10.8pp | 59.29%-39.2pp |
| Employer contribution / active EE | $1,595 | $2,420-34.1% | $3,418-53.3% | $2,234-28.6% |
| Participant deferral / active EE | $7,360 | $6,537+12.6% | $6,270+17.4% | $3,805+93.4% |
| Admin fee / account holder | $85 | $145-41.4% | $8,081-98.9% | $158-46.0% |