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 | $817,807 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $80,752 |
WINDHAM BRANNON7 years Service code 10 · EIN 58-1763439 | Accounting | $37,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,408 | $35,293+59.8% | $77,024-26.8% | $89,394-36.9% |
| Participation rate | 100.0% | 31.3%+68.7pp | 67.9%+32.1pp | 71.3%+28.7pp |
| Annual return | -4.07% | -5.92%+1.8pp | 42.32%-46.4pp | -11.89%+7.8pp |
| Employer contribution / active EE | $2,570 | $695+269.7% | $2,812-8.6% | $3,022-15.0% |
| Participant deferral / active EE | $3,413 | $1,764+93.5% | $4,426-22.9% | $5,123-33.4% |
| Admin fee / account holder | $55 | $105-47.4% | $5,425-99.0% | $79-30.4% |