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 ADVISORS1+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $83,173 |
AXIOS ADVISORY GROUP, LTD1+ years Service code 26 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Advisory (Participants) | $27,610 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,535 | $72,770-22.3% | $67,652-16.4% | $55,191+2.4% |
| Participation rate | 76.9% | 78.8%-1.9pp | 75.7%+1.2pp | 69.2%+7.7pp |
| Annual return | -0.27% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,088 | $1,769-38.5% | $2,266-52.0% | $1,899-42.7% |
| Participant deferral / active EE | $2,525 | $3,408-25.9% | $3,560-29.1% | $3,046-17.1% |
| Admin fee / account holder | $179 | $79+127.5% | $4,821-96.3% | $91+97.5% |