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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $177,402 |
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $30,000 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 16 · EIN 33-0785439 | Consulting | $30,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,172 | $98,780-63.4% | $60,874-40.6% | $77,904-53.6% |
| Participation rate | 89.5% | 76.7%+12.9pp | 73.1%+16.4pp | 73.7%+15.9pp |
| Annual return | -14.85% | -11.56%-3.3pp | 16.90%-31.7pp | 12.21%-27.1pp |
| Employer contribution / active EE | $4,147 | $3,605+15.0% | $2,701+53.5% | $2,848+45.6% |
| Participant deferral / active EE | $7,489 | $4,200+78.3% | $3,817+96.2% | $4,806+55.8% |
| Admin fee / account holder | $114 | $89+29.1% | $3,224-96.5% | $133-13.7% |