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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $140,330 |
Filed as: HOWARD CAPITAL MANAGEMENT Service code 28 · EIN 76-0661984 1145 HEMBREE RD · ROSWELL, GA 30076 | Investment Management | $58,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,999 | $67,512-73.3% | $185,823-90.3% | $93,030-80.7% |
| Participation rate | 97.8% | 67.1%+30.7pp | 81.7%+16.1pp | 73.9%+23.9pp |
| Annual return | 15.42% | 21.04%-5.6pp | 122.05%-106.6pp | 158.70%-143.3pp |
| Employer contribution / active EE | $983 | $1,783-44.8% | $5,167-81.0% | $2,706-63.7% |
| Participant deferral / active EE | $2,514 | $3,035-17.2% | $5,568-54.8% | $4,562-44.9% |
| Admin fee / account holder | $111 | $318-65.2% | $16,237-99.3% | $152-27.1% |