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 SERVICES10+ 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 ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping fees; Claims processing... | $142,441 |
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 | $56,685 | $122,186-53.6% | $146,958-61.4% | $199,593-71.6% |
| Participation rate | 97.5% | 78.3%+19.2pp | 82.2%+15.4pp | 72.0%+25.5pp |
| Annual return | 11.53% | 30.56%-19.0pp | 418.34%-406.8pp | 34.25%-22.7pp |
| Employer contribution / active EE | $3,590 | $4,093-12.3% | $4,933-27.2% | $3,034+18.3% |
| Participant deferral / active EE | $5,546 | $8,502-34.8% | $8,070-31.3% | $5,087+9.0% |
| Admin fee / account holder | $167 | $179-6.6% | $12,998-98.7% | $269-37.9% |