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) | $21,249 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $18,564 |
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 | $62,970 | $58,655+7.4% | $91,989-31.5% | $65,185-3.4% |
| Participation rate | 88.7% | 75.3%+13.4pp | 78.6%+10.1pp | 70.2%+18.5pp |
| Annual return | 21.58% | 33.92%-12.3pp | 69.02%-47.4pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,321 | $2,080-36.5% | $3,452-61.7% | $2,177-39.3% |
| Participant deferral / active EE | $1,160 | $5,474-78.8% | $5,923-80.4% | $3,514-67.0% |
| Admin fee / account holder | $280 | $434-35.6% | $7,743-96.4% | $847-67.0% |