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 PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $45,754 |
AXIOS ADVISORY GROUP, LTD3+ years Filed as: AXIOS ADVISORY GROUP LTD. Service code 27 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Advisory (Plan) | $25,292 |
Service code 27 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Advisory (Plan) | $7,523 |
AMERICABN PENSION BENEFITS1 year Service code 64 | Recordkeeping Fees | $6,398 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,125 | $60,545-50.2% | $92,233-67.3% | $69,631-56.7% |
| Participation rate | 95.0% | 72.2%+22.8pp | 76.5%+18.5pp | 70.7%+24.3pp |
| Annual return | 11.67% | 19.71%-8.0pp | 176.28%-164.6pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $284 | $2,633-89.2% | $3,679-92.3% | $2,032-86.0% |
| Participant deferral / active EE | $1,966 | $2,828-30.5% | $3,897-49.6% | $3,224-39.0% |
| Admin fee / account holder | $140 | $145-3.5% | $5,194-97.3% | $110+26.5% |