Filed August 4, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $105,570 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 22-3723955 | Advisory (Plan) | $80,752 |
MAZURSKY CONSTANTINE LLC1+ years Service code 29 · EIN 27-3547321 | Legal | $10,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,119 | $30,633+86.5% | $67,711-15.6% | $67,505-15.4% |
| Participation rate | 80.1% | 35.6%+44.5pp | 67.5%+12.6pp | 71.2%+8.9pp |
| Annual return | 9.93% | 9.81%+0.1pp | 25.41%-15.5pp | 6.52%+3.4pp |
| Employer contribution / active EE | $993 | $771+28.8% | $2,559-61.2% | $2,173-54.3% |
| Participant deferral / active EE | $2,748 | $1,242+121.3% | $3,585-23.4% | $3,597-23.6% |
| Admin fee / account holder | $9 | $71-87.9% | $4,255-99.8% | $56-84.6% |