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. DBA Service code 13 ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $43,504 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,048 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $39,359 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,802 |
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 | $42,977 | $95,274-54.9% | $135,903-68.4% | $74,419-42.2% |
| Participation rate | 92.2% | 78.2%+14.1pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 19.36% | 32.77%-13.4pp | 68.23%-48.9pp | 34.38%-15.0pp |
| Employer contribution / active EE | $4,059 | $3,874+4.8% | $4,856-16.4% | $2,637+53.9% |
| Participant deferral / active EE | $8,865 | $7,782+13.9% | $7,758+14.3% | $4,528+95.8% |
| Admin fee / account holder | $202 | $266-24.1% | $10,762-98.1% | $348-41.9% |