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 10-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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 200 RESERVOIR STREET SUITE 100 · NEEDHAM, MA 02494 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $27,342 | $65,061-58.0% | $143,757-81.0% | $66,914-59.1% |
| Participation rate | 37.1% | 65.2%-28.1pp | 80.3%-43.2pp | 69.8%-32.7pp |
| Annual return | -17.00% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $407 | $2,361-82.7% | $4,951-91.8% | $2,544-84.0% |
| Participant deferral / active EE | $1,427 | $2,919-51.1% | $5,637-74.7% | $4,237-66.3% |
| Admin fee / account holder | $30 | $502-94.1% | $14,673-99.8% | $593-95.0% |