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 | $3,704 |
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).
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 | $51,493 | $89,652-42.6% | $141,162-63.5% | $65,185-21.0% |
| Participation rate | 35.8% | 74.7%-38.9pp | 82.5%-46.7pp | 70.2%-34.4pp |
| Annual return | 21.90% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,747 | $5,691-34.2% | $6,709-44.1% | $3,514+6.6% |
| Admin fee / account holder | $5 | $569-99.2% | $10,261-100.0% | $847-99.5% |