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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 |
|---|---|---|
Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, PA 93101 | Advisory (Participants) | $27,745 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $21,544 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,118 | $79,013+10.3% | $100,391-13.2% | $74,495+16.9% |
| Participation rate | 63.1% | 79.5%-16.4pp | 81.5%-18.4pp | 67.2%-4.1pp |
| Annual return | 13.43% | 20.41%-7.0pp | 49.20%-35.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $862 | $7,760-88.9% | $8,082-89.3% | $4,346-80.2% |
| Admin fee / account holder | $400 | $1,320-69.7% | $7,899-94.9% | $1,942-79.4% |