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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.
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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 13 · EIN 06-1050034 | Contract Administrator | $90,525 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $63,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,534 | $104,475+49.8% | $159,436-1.8% | $79,386+97.2% |
| Participation rate | 97.0% | 76.6%+20.3pp | 82.8%+14.1pp | 70.7%+26.3pp |
| Annual return | 11.47% | 67.95%-56.5pp | 263.57%-252.1pp | 116.85%-105.4pp |
| Employer contribution / active EE | $5,437 | $3,417+59.1% | $4,829+12.6% | $2,427+124.0% |
| Participant deferral / active EE | $7,894 | $6,467+22.1% | $7,352+7.4% | $4,046+95.1% |
| Admin fee / account holder | $151 | $711-78.7% | $10,799-98.6% | $626-75.9% |