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 | $195,253 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $112,765 |
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 | $161,896 | $111,608+45.1% | $177,821-9.0% | $73,409+120.5% |
| Participation rate | 95.9% | 87.9%+8.0pp | 87.7%+8.2pp | 72.2%+23.7pp |
| Annual return | 16.20% | 18.23%-2.0pp | 48.32%-32.1pp | 59.29%-43.1pp |
| Employer contribution / active EE | $5,196 | $3,796+36.9% | $5,918-12.2% | $2,234+132.6% |
| Participant deferral / active EE | $7,755 | $6,199+25.1% | $7,714+0.5% | $3,805+103.8% |
| Admin fee / account holder | $229 | $166+38.6% | $12,427-98.2% | $158+45.3% |