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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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $55,283 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,105 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,547 | $50,982+36.4% | $154,803-55.1% | $85,563-18.7% |
| Participation rate | 47.6% | 59.8%-12.2pp | 78.1%-30.5pp | 66.0%-18.4pp |
| Annual return | 16.68% | 30.35%-13.7pp | 58.88%-42.2pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,392 | $1,708+40.0% | $4,305-44.4% | $2,654-9.9% |
| Participant deferral / active EE | $4,695 | $2,474+89.8% | $5,540-15.3% | $4,375+7.3% |
| Admin fee / account holder | $248 | $846-70.6% | $14,329-98.3% | $834-70.2% |