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 | $506,841 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 22-3723955 | Advisory (Plan) | $80,752 |
WINDHAM BRANNON3 years Service code 29 · EIN 58-1763439 | Legal | $36,524 |
MAZURSKY CONSTANTINE LLC4+ years Service code 29 · EIN 27-3547321 | Legal | $4,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,790 | $26,810+111.8% | $76,523-25.8% | $73,367-22.6% |
| Participation rate | 94.9% | 34.6%+60.3pp | 68.0%+26.9pp | 69.5%+25.4pp |
| Annual return | 7.35% | 17.04%-9.7pp | -0.27%+7.6pp | 173.45%-166.1pp |
| Employer contribution / active EE | $1,618 | $503+222.0% | $2,647-38.9% | $2,499-35.2% |
| Participant deferral / active EE | $2,994 | $1,312+128.1% | $3,835-21.9% | $4,033-25.8% |
| Admin fee / account holder | $54 | $71-23.9% | $4,848-98.9% | $68-21.2% |