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 10-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 |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $58,922 |
AXIOS ADVISORY GROUP, LTD3+ years Service code 26 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Advisory (Participants) | $28,493 |
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 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 | $62,557 | $69,305-9.7% | $82,313-24.0% | $69,631-10.2% |
| Participation rate | 81.5% | 80.3%+1.2pp | 76.9%+4.6pp | 70.7%+10.8pp |
| Annual return | 13.81% | 21.47%-7.7pp | 25.88%-12.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,509 | $1,887-20.0% | $2,428-37.9% | $2,032-25.8% |
| Participant deferral / active EE | $3,216 | $3,568-9.9% | $3,706-13.2% | $3,224-0.2% |
| Admin fee / account holder | $163 | $97+67.7% | $5,608-97.1% | $110+47.5% |