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 ADVISORS5+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping fees; Other fees; Recor... | $30,407 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,551 |
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 | $19,368 | $44,794-56.8% | $90,281-78.5% | $77,787-75.1% |
| Participation rate | 93.1% | 66.6%+26.5pp | 73.3%+19.8pp | 73.2%+19.8pp |
| Annual return | 32.69% | 28.23%+4.5pp | 78.10%-45.4pp | 32.57%+0.1pp |
| Employer contribution / active EE | $592 | $1,809-67.3% | $2,854-79.3% | $2,504-76.4% |
| Participant deferral / active EE | $2,268 | $2,642-14.1% | $3,885-41.6% | $3,967-42.8% |
| Admin fee / account holder | $26 | $94-72.0% | $5,351-99.5% | $100-73.6% |