See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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) | $26,876 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $20,840 |
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 | $77,151 | $73,638+4.8% | $108,410-28.8% | $79,386-2.8% |
| Participation rate | 83.6% | 77.4%+6.2pp | 80.1%+3.5pp | 70.7%+12.9pp |
| Annual return | 14.50% | 33.27%-18.8pp | 905.27%-890.8pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,609 | $2,397-32.9% | $3,558-54.8% | $2,427-33.7% |
| Participant deferral / active EE | $1,142 | $6,218-81.6% | $6,563-82.6% | $4,046-71.8% |
| Admin fee / account holder | $333 | $638-47.7% | $7,295-95.4% | $626-46.8% |