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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $164,774 |
ACCEL WEALTH MANAGEMENT2 years Service code 16 100 EAST 2ND STREET SUITE 205 · CEDAR FALLS, IA 50613 | Consulting | $32,415 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,151 | $50,127-65.8% | $149,673-88.5% | $80,160-78.6% |
| Participation rate | 98.4% | 64.3%+34.1pp | 78.8%+19.7pp | 72.9%+25.5pp |
| Annual return | 19.20% | 29.82%-10.6pp | 134.42%-115.2pp | 40.38%-21.2pp |
| Employer contribution / active EE | $965 | $1,865-48.2% | $4,818-80.0% | $2,978-67.6% |
| Participant deferral / active EE | $2,702 | $3,194-15.4% | $5,680-52.4% | $5,017-46.1% |
| Admin fee / account holder | $98 | $153-35.9% | $13,210-99.3% | $145-32.4% |