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 |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $28,201 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 26 · EIN 33-0785439 1120 SANCTUARY PARKWAY · ALPHARETTA, GA 30009 | Advisory (Participants) | $18,922 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,943 | $65,365+8.5% | $92,893-23.6% | $72,985-2.8% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.7pp |
| Annual return | 17.78% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $264 | $2,594-89.8% | $3,653-92.8% | $2,440-89.2% |
| Participant deferral / active EE | $6,656 | $3,128+112.8% | $4,236+57.1% | $3,607+84.5% |
| Admin fee / account holder | $431 | $4,251-89.9% | $5,794-92.6% | $5,124-91.6% |