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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 26 · EIN 33-0785439 | Advisory (Participants) | $1,790 |
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 | Advisory (Participants) | $1,319 |
Filed as: IHT WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-5509437 | Advisory (Participants) | $471 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 13-3646501 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,964 | $35,986-44.5% | $77,482-74.2% | $73,488-72.8% |
| Participation rate | 16.1% | 40.8%-24.7pp | 54.2%-38.1pp | 70.7%-54.6pp |
| Annual return | 14.97% | 19.26%-4.3pp | 54.79%-39.8pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $317 | $1,198-73.5% | $1,861-83.0% | $3,740-91.5% |
| Admin fee / account holder | $194 | $466-58.3% | $2,858-93.2% | $513-62.1% |