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) | $21,706 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $17,688 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,616 | $66,813+7.2% | $100,516-28.8% | $73,488-2.5% |
| Participation rate | 87.0% | 77.5%+9.5pp | 79.4%+7.6pp | 70.7%+16.3pp |
| Annual return | 14.68% | 25.70%-11.0pp | 30.89%-16.2pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,250 | $2,147-41.8% | $3,418-63.4% | $2,270-44.9% |
| Participant deferral / active EE | $1,149 | $5,883-80.5% | $6,270-81.7% | $3,740-69.3% |
| Admin fee / account holder | $275 | $512-46.2% | $8,081-96.6% | $513-46.3% |