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 6-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 SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $42,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,502 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,504 |
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 | $87,929 | $89,652-1.9% | $141,162-37.7% | $65,185+34.9% |
| Participation rate | 97.4% | 74.7%+22.6pp | 82.5%+14.9pp | 70.2%+27.2pp |
| Annual return | 38.06% | 32.79%+5.3pp | 71.39%-33.3pp | 29.38%+8.7pp |
| Employer contribution / active EE | $1,965 | $3,065-35.9% | $4,735-58.5% | $2,177-9.7% |
| Participant deferral / active EE | $6,220 | $5,691+9.3% | $6,709-7.3% | $3,514+77.0% |
| Admin fee / account holder | $137 | $569-75.9% | $10,261-98.7% | $847-83.8% |