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 6-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 37 · EIN 04-2647786 | Loan Processing | $43,070 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $28,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,442 | $79,013-40.0% | $100,391-52.7% | $74,495-36.3% |
| Participation rate | 71.4% | 79.5%-8.1pp | 81.5%-10.1pp | 67.2%+4.2pp |
| Annual return | 29.77% | 20.41%+9.4pp | 49.20%-19.4pp | 1364.94%-1335.2pp |
| Employer contribution / active EE | $4,378 | $3,021+44.9% | $3,942+11.1% | $2,623+66.9% |
| Participant deferral / active EE | $6,710 | $7,760-13.5% | $8,082-17.0% | $4,346+54.4% |
| Admin fee / account holder | $306 | $1,320-76.8% | $7,899-96.1% | $1,942-84.2% |