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 10-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 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $1,766 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 16 · EIN 33-0785439 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,251 | $89,274+5.6% | $149,718-37.0% | $77,958+20.9% |
| Participation rate | 98.2% | 87.6%+10.6pp | 87.1%+11.1pp | 71.6%+26.5pp |
| Annual return | 19.38% | 20.36%-1.0pp | 1501.63%-1482.2pp | 20.87%-1.5pp |
| Employer contribution / active EE | $1,735 | $3,727-53.4% | $5,445-68.1% | $2,310-24.9% |
| Participant deferral / active EE | $8,023 | $5,382+49.1% | $6,569+22.1% | $3,537+126.9% |
| Admin fee / account holder | $111 | $240-53.9% | $11,283-99.0% | $97+13.5% |