Filed July 26, 2002
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 5-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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $75,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,043 |
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 | $62,017 | $78,852-21.3% | $76,768-19.2% | $75,289-17.6% |
| Participation rate | 92.1% | 85.0%+7.1pp | 77.0%+15.1pp | 72.4%+19.7pp |
| Annual return | -3.96% | -1.29%-2.7pp | 2.43%-6.4pp | -0.04%-3.9pp |
| Employer contribution / active EE | $3,126 | $2,794+11.9% | $2,485+25.8% | $2,405+30.0% |
| Participant deferral / active EE | $4,483 | $4,800-6.6% | $3,852+16.4% | $3,739+19.9% |
| Admin fee / account holder | $20 | $79-75.0% | $6,675-99.7% | $102-80.7% |