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 RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $11,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,047 | $69,477-66.8% | $94,646-75.6% | $71,457-67.7% |
| Participation rate | 88.5% | 78.4%+10.0pp | 80.8%+7.6pp | 67.9%+20.5pp |
| Annual return | 22.12% | 29.66%-7.5pp | 156.71%-134.6pp | 28.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,785 | $7,345-34.9% | $7,418-35.5% | $4,289+11.6% |
| Admin fee / account holder | $96 | $1,210-92.1% | $7,231-98.7% | $1,587-94.0% |