Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT WEALTH ADVISORS Service code 27 4008 GENESEE PLACE · PRINCE WILLIAM, VA 22192 | Advisory (Plan) | $35,290 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $31,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,966 | $88,122-50.1% | $141,197-68.9% | $67,582-34.9% |
| Participation rate | 54.6% | 76.5%-21.8pp | 82.5%-27.8pp | 71.3%-16.6pp |
| Annual return | 31.43% | 75.40%-44.0pp | 71.41%-40.0pp | 378.57%-347.1pp |
| Employer contribution / active EE | $1,995 | $3,224-38.1% | $4,736-57.9% | $2,148-7.1% |
| Participant deferral / active EE | $4,768 | $5,958-20.0% | $6,710-28.9% | $3,539+34.7% |
| Admin fee / account holder | $264 | $131+101.4% | $10,265-97.4% | $142+85.3% |