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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $189,181 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $50,000 |
USI CONSULTING GROUP2 years Service code 17 · EIN 06-1053228 | Pension Consulting | $42,850 |
BDO USA, LLP1 year Filed as: BDO USA Service code 49 · EIN 13-5381590 | Other Services | $13,500 |
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 | $53,807 | $110,299-51.2% | $102,423-47.5% | $199,593-73.0% |
| Participation rate | 65.6% | 86.3%-20.7pp | 76.5%-10.9pp | 72.0%-6.4pp |
| Annual return | 13.51% | 35.73%-22.2pp | 29.32%-15.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $2,184 | $3,603-39.4% | $3,023-27.8% | $3,034-28.0% |
| Participant deferral / active EE | $2,631 | $6,376-58.7% | $5,053-47.9% | $5,087-48.3% |
| Admin fee / account holder | $124 | $122+1.8% | $9,451-98.7% | $269-53.7% |