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 8-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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONS. Service code 27 701 B STREET · SAN DIEGO, CA 92101 | Advisory (Plan) | $11,973 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,961 | $98,750-79.8% | $149,696-86.7% | $79,858-75.0% |
| Participation rate | 86.7% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.1pp |
| Annual return | 19.77% | 27.43%-7.7pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,909 | $5,680+56.8% | $6,842+30.2% | $3,740+138.2% |
| Admin fee / account holder | $85 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |