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 | $701,623 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 22-3723955 | Advisory (Plan) | $80,752 |
WINDHAM BRANNON5 years Service code 29 · EIN 58-1763439 | Legal | $33,652 |
Filed as: SMITH GAMBRELL RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $11,907 |
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 | $74,470 | $36,321+105.0% | $89,391-16.7% | $106,222-29.9% |
| Participation rate | 100.0% | 29.8%+70.2pp | 68.0%+32.0pp | 70.8%+29.2pp |
| Annual return | 35.34% | 24.00%+11.3pp | 245.62%-210.3pp | 21.69%+13.6pp |
| Employer contribution / active EE | $2,010 | $507+296.8% | $2,586-22.3% | $2,723-26.2% |
| Participant deferral / active EE | $3,538 | $1,286+175.1% | $3,890-9.0% | $4,600-23.1% |
| Admin fee / account holder | $60 | $78-22.4% | $4,881-98.8% | $78-23.0% |