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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.
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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 11 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Actuarial | $0 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,497 | $60,989-63.1% | $60,874-63.0% | $66,914-66.4% |
| Participation rate | 74.4% | 74.5%-0.1pp | 73.1%+1.3pp | 69.8%+4.6pp |
| Annual return | -17.28% | -9.60%-7.7pp | 16.90%-34.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,438 | $2,661+66.8% | $2,701+64.3% | $2,544+74.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $117 | $338-65.6% | $3,224-96.4% | $593-80.4% |