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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $39,313 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,703 |
Service code 14 · EIN 81-0415794 | Plan Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,352 | $79,171+50.8% | $102,423+16.5% | $74,495+60.2% |
| Participation rate | 75.4% | 74.8%+0.6pp | 76.5%-1.1pp | 67.2%+8.2pp |
| Annual return | 12.46% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,109 | $2,362+74.0% | $3,023+35.9% | $2,623+56.7% |
| Participant deferral / active EE | $7,844 | $4,415+77.7% | $5,053+55.2% | $4,346+80.5% |
| Admin fee / account holder | $218 | $2,001-89.1% | $9,451-97.7% | $1,942-88.8% |