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 SERVICES INC. Service code 13 | Contract Administrator | $4,514 |
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 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 | $51,271 | $80,753-36.5% | $136,294-62.4% | $62,292-17.7% |
| Participation rate | 37.4% | 73.5%-36.2pp | 81.9%-44.5pp | 69.5%-32.1pp |
| Annual return | 19.97% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,576 | $5,164-30.7% | $6,247-42.8% | $3,169+12.9% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.5% |