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 | $878,584 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $95,000 |
WINDHAM BRANNON8 years Service code 10 · EIN 58-1763439 | Accounting | $83,925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,765 | $36,953+64.4% | $80,569-24.6% | $96,393-37.0% |
| Participation rate | 100.0% | 33.6%+66.4pp | 67.0%+33.0pp | 71.3%+28.7pp |
| Annual return | 16.35% | 36.74%-20.4pp | 935.43%-919.1pp | 22.88%-6.5pp |
| Employer contribution / active EE | $2,313 | $774+198.8% | $2,723-15.1% | $3,238-28.6% |
| Participant deferral / active EE | $3,640 | $1,941+87.5% | $4,447-18.2% | $5,455-33.3% |
| Admin fee / account holder | $59 | $115-48.7% | $5,377-98.9% | $74-20.2% |