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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.
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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 year Filed as: AMERICAN PENSION LLC Service code 13 186 SHERMAN AVE SUITE 2 · BERKELEY HEIGHTS, NJ 07922 | Contract Administrator | $2,445 |
Filed as: GREAT-WEST LIFE AND ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 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 | $26,859 | $75,388-64.4% | $123,544-78.3% | $55,725-51.8% |
| Participation rate | 12.2% | 75.7%-63.5pp | 82.3%-70.1pp | 70.9%-58.7pp |
| Annual return | 0.17% | 4.48%-4.3pp | 119.20%-119.0pp | 244.93%-244.8pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,289 | $5,651-77.2% | $6,426-79.9% | $3,356-61.6% |
| Admin fee / account holder | $1 | $120-99.0% | $9,284-100.0% | $115-99.0% |