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 | $105,024 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $103,794 |
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 | $135,315 | $88,515+52.9% | $162,163-16.6% | $67,579+100.2% |
| Participation rate | 96.4% | 86.8%+9.5pp | 87.6%+8.8pp | 71.3%+25.1pp |
| Annual return | 21.51% | 27.04%-5.5pp | 115.59%-94.1pp | 378.56%-357.0pp |
| Employer contribution / active EE | $4,989 | $3,563+40.0% | $5,614-11.1% | $2,148+132.3% |
| Participant deferral / active EE | $7,482 | $5,724+30.7% | $7,298+2.5% | $3,539+111.4% |
| Admin fee / account holder | $122 | $124-1.6% | $10,843-98.9% | $142-14.5% |