Filed April 4, 2018 (most recent of 5 filings on file)
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 ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $26,343 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,785 | $41,256-59.3% | $86,590-80.6% | $77,958-78.5% |
| Participation rate | 89.7% | 63.0%+26.7pp | 73.5%+16.2pp | 71.6%+18.1pp |
| Annual return | 18.85% | 17.67%+1.2pp | 964.84%-946.0pp | 20.87%-2.0pp |
| Employer contribution / active EE | $687 | $1,613-57.4% | $2,839-75.8% | $2,310-70.3% |
| Participant deferral / active EE | $2,055 | $2,332-11.9% | $3,609-43.1% | $3,537-41.9% |
| Admin fee / account holder | $26 | $71-62.7% | $4,906-99.5% | $97-72.9% |