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 ADVISORS6+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping fees; Other fees; Recor... | $31,062 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,092 |
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 | $23,148 | $47,634-51.4% | $90,404-74.4% | $90,288-74.4% |
| Participation rate | 91.6% | 67.5%+24.1pp | 72.7%+18.9pp | 73.4%+18.2pp |
| Annual return | 17.05% | 19.61%-2.6pp | 1293.02%-1276.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $621 | $1,749-64.5% | $3,262-80.9% | $2,524-75.4% |
| Participant deferral / active EE | $2,572 | $2,824-8.9% | $3,963-35.1% | $4,232-39.2% |
| Admin fee / account holder | $27 | $106-74.4% | $5,611-99.5% | $114-76.2% |