Filed February 21, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $130,885 |
Filed as: HOWARD CAPITAL MANAGEMENT Service code 28 · EIN 76-0661984 1145 HEMBREE RD · ROSWELL, GA 30076 | Investment Management | $48,807 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,034 | $47,456-74.6% | $172,739-93.0% | $77,787-84.5% |
| Participation rate | 99.3% | 66.3%+33.1pp | 82.6%+16.7pp | 73.2%+26.1pp |
| Annual return | 20.70% | 35.57%-14.9pp | 802.84%-782.1pp | 32.57%-11.9pp |
| Employer contribution / active EE | $742 | $1,574-52.9% | $5,143-85.6% | $2,504-70.4% |
| Participant deferral / active EE | $1,718 | $2,560-32.9% | $5,198-66.9% | $3,967-56.7% |
| Admin fee / account holder | $95 | $81+17.4% | $13,954-99.3% | $100-5.1% |