See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 320 W 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $39,613 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,360 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,113 | $58,655+31.5% | $91,989-16.2% | $65,185+18.3% |
| Participation rate | 97.3% | 75.3%+22.0pp | 78.6%+18.7pp | 70.2%+27.1pp |
| Annual return | 29.24% | 33.92%-4.7pp | 69.02%-39.8pp | 29.38%-0.1pp |
| Employer contribution / active EE | $2,150 | $2,080+3.4% | $3,452-37.7% | $2,177-1.2% |
| Participant deferral / active EE | $8,515 | $5,474+55.5% | $5,923+43.8% | $3,514+142.3% |
| Admin fee / account holder | $212 | $434-51.1% | $7,743-97.3% | $847-74.9% |