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 42-0127290 | Contract Administrator | $69,669 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $31,378 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,559 | $72,554-19.3% | $138,135-57.6% | $73,488-20.3% |
| Participation rate | 90.2% | 74.8%+15.4pp | 78.7%+11.5pp | 70.7%+19.5pp |
| Annual return | 28.30% | 17.50%+10.8pp | 20.51%+7.8pp | 28.51%-0.2pp |
| Employer contribution / active EE | $6,211 | $3,511+76.9% | $5,587+11.2% | $2,270+173.6% |
| Participant deferral / active EE | $8,945 | $4,908+82.3% | $6,431+39.1% | $3,740+139.2% |
| Admin fee / account holder | $455 | $464-1.9% | $11,856-96.2% | $513-11.2% |