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 9-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. Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $1,190 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,633 | $79,013-28.3% | $100,391-43.6% | $74,495-24.0% |
| Participation rate | 99.3% | 79.5%+19.8pp | 81.5%+17.8pp | 67.2%+32.1pp |
| Annual return | 21.85% | 20.41%+1.4pp | 49.20%-27.3pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $3,348 | $3,021+10.8% | $3,942-15.1% | $2,623+27.6% |
| Participant deferral / active EE | $13,260 | $7,760+70.9% | $8,082+64.1% | $4,346+205.1% |
| Admin fee / account holder | $5 | $1,320-99.6% | $7,899-99.9% | $1,942-99.8% |