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 |
|---|---|---|
Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, PA 93101 | Advisory (Participants) | $22,077 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $20,226 |
KOTZAN CPA & ASSOCIATES, P.C.4+ years Service code 10 · EIN 26-2055351 334 BUDFIELD STREET · JOHNSTON, PA 15904 | Accounting | $7,000 |
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.)
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 | $55,049 | $61,214-10.1% | $83,333-33.9% | $56,287-2.2% |
| Participation rate | 91.0% | 72.6%+18.4pp | 77.8%+13.2pp | 69.9%+21.1pp |
| Annual return | -6.92% | 0.42%-7.3pp | 10.63%-17.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,290 | $1,925-33.0% | $3,379-61.8% | $2,111-38.9% |
| Participant deferral / active EE | $1,130 | $5,091-77.8% | $5,565-79.7% | $3,350-66.3% |
| Admin fee / account holder | $327 | $512-36.2% | $7,510-95.7% | $521-37.3% |