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 |
|---|---|---|
BAM ADVISOR SERVICES9+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 17 · EIN 20-8307105 8182 MARYLAND AVE., SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $175,000 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Claims processing; Recordkeeping and ... | $120,651 |
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 | $45,367 | $107,459-57.8% | $135,903-66.6% | $80,160-43.4% |
| Participation rate | 97.7% | 78.0%+19.6pp | 81.9%+15.8pp | 72.9%+24.8pp |
| Annual return | 16.93% | 91.91%-75.0pp | 68.23%-51.3pp | 40.38%-23.5pp |
| Employer contribution / active EE | $4,170 | $3,877+7.6% | $4,856-14.1% | $2,978+40.0% |
| Participant deferral / active EE | $4,895 | $8,195-40.3% | $7,758-36.9% | $5,017-2.4% |
| Admin fee / account holder | $131 | $127+2.8% | $10,762-98.8% | $145-9.9% |