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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 49 · EIN 35-2015845 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other Services | $12,250 |
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,779 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $8,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,573 | $61,156-53.3% | $185,823-84.6% | $79,386-64.0% |
| Participation rate | 67.1% | 66.6%+0.5pp | 81.7%-14.6pp | 70.7%-3.6pp |
| Annual return | 25.93% | 19.45%+6.5pp | 122.05%-96.1pp | 116.85%-90.9pp |
| Employer contribution / active EE | $1,668 | $2,321-28.1% | $5,167-67.7% | $2,427-31.3% |
| Participant deferral / active EE | $2,186 | $2,789-21.6% | $5,568-60.7% | $4,046-46.0% |
| Admin fee / account holder | $136 | $710-80.9% | $16,237-99.2% | $626-78.3% |