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 9-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) | $29,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,007 | $88,122-50.1% | $141,162-68.8% | $67,579-34.9% |
| Participation rate | 94.5% | 76.5%+18.0pp | 82.5%+12.0pp | 71.3%+23.2pp |
| Annual return | 371.90% | 75.40%+296.5pp | 71.39%+300.5pp | 378.56%-6.7pp |
| Employer contribution / active EE | $2,701 | $3,224-16.2% | $4,735-42.9% | $2,148+25.8% |
| Participant deferral / active EE | $8,554 | $5,958+43.6% | $6,709+27.5% | $3,539+141.7% |
| Admin fee / account holder | $110 | $131-15.9% | $10,261-98.9% | $142-22.7% |