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 5-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 CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $93,750 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,324 |
SINGERLEWAK LLP1+ years Filed as: SINGER LEWAK Service code 70 · EIN 95-2302617 | Consulting Fees | $11,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,244 |
Form 5500 reported that benefits due were not provided when due.
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 | $100,290 | $176,491-43.2% | $95,952+4.5% | $90,288+11.1% |
| Participation rate | 95.5% | 86.6%+9.0pp | 77.1%+18.5pp | 73.4%+22.2pp |
| Annual return | 14.81% | 20.14%-5.3pp | 91.61%-76.8pp | 53.97%-39.2pp |
| Employer contribution / active EE | $3,960 | $2,789+42.0% | $2,541+55.8% | $2,524+56.9% |
| Participant deferral / active EE | $5,933 | $5,340+11.1% | $4,167+42.4% | $4,232+40.2% |
| Admin fee / account holder | $30 | $154-80.5% | $6,795-99.6% | $114-73.7% |