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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $46,598 |
ACCEL WEALTH MANAGEMENT1 year Service code 16 100 EAST 2ND STREET SUITE 205 · CEDAR FALLS, IA 50613 | Consulting | $17,609 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,374 | $45,000-68.1% | $143,757-90.0% | $77,904-81.5% |
| Participation rate | 98.8% | 66.8%+32.0pp | 80.3%+18.5pp | 73.7%+25.1pp |
| Annual return | -17.16% | 29.03%-46.2pp | -0.04%-17.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $986 | $1,870-47.2% | $4,951-80.1% | $2,848-65.4% |
| Participant deferral / active EE | $2,576 | $3,157-18.4% | $5,637-54.3% | $4,806-46.4% |
| Admin fee / account holder | $32 | $98-67.4% | $14,673-99.8% | $133-75.8% |