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 | $111,690 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 22-3723955 | Advisory (Plan) | $80,752 |
WINDHAM BRANNON1 year Service code 10 · EIN 58-1763439 | Accounting | $46,077 |
MAZURSKY CONSTANTINE LLC2+ years Service code 29 · EIN 27-3547321 | Legal | $5,796 |
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 | $51,324 | $31,994+60.4% | $74,583-31.2% | $65,292-21.4% |
| Participation rate | 94.9% | 38.6%+56.3pp | 68.1%+26.8pp | 72.4%+22.5pp |
| Annual return | 15.78% | 18.54%-2.8pp | 20.47%-4.7pp | 11.84%+3.9pp |
| Employer contribution / active EE | $1,004 | $793+26.6% | $2,525-60.2% | $2,302-56.4% |
| Participant deferral / active EE | $2,766 | $1,345+105.7% | $3,458-20.0% | $3,579-22.7% |
| Admin fee / account holder | $27 | $74-63.0% | $4,138-99.3% | $57-52.2% |