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 6-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 37 · EIN 04-2647786 | Loan Processing | $70,178 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $59,307 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,715 |
BAKER TILLY US, LLP5 years Service code 10 PO BOX 7398 · MADISON, WI 53707 | Accounting | $16,832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,548 | $106,028-25.0% | $146,958-45.9% | $77,643+2.5% |
| Participation rate | 96.5% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 13.77% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,790 | $4,063-31.3% | $4,933-43.4% | $2,726+2.3% |
| Participant deferral / active EE | $9,563 | $7,990+19.7% | $8,070+18.5% | $4,647+105.8% |
| Admin fee / account holder | $257 | $337-23.9% | $12,998-98.0% | $430-40.4% |