Filed March 18, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 26 · EIN 71-0294708 | Advisory (Participants) | $193,788 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 99 · EIN 33-0785439 | Other Fees | $81,749 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $32,188 |
DARNALL SIKES & FREDERICK1+ years Filed as: DARNALL, SIKES, GARDES & FREDERICK Service code 10 2000 KALISTE SALOOM RD, SUITE 300 · LAFAYETTE, LA 70508 | Accounting | $9,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,106 | $67,505-15.4% | $90,223-36.7% | $67,505-15.4% |
| Participation rate | 48.9% | 71.2%-22.3pp | 79.0%-30.1pp | 71.2%-22.3pp |
| Annual return | 1.66% | 6.52%-4.9pp | 1.31%+0.4pp | 6.52%-4.9pp |
| Employer contribution / active EE | $2,052 | $2,173-5.6% | $4,378-53.1% | $2,173-5.6% |
| Participant deferral / active EE | $3,557 | $3,597-1.1% | $5,792-38.6% | $3,597-1.1% |
| Admin fee / account holder | $55 | $56-2.2% | $7,406-99.3% | $56-2.2% |