See peer percentile detail with Solo.
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 |
|---|---|---|
Service code 13 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $294,312 |
AMERICAN REALTY ADVISORS1 year Filed as: NORTH AMERICAN PENSION SERVICES, LL Service code 17 2542 ROCHESTER ROAD · ROCHESTER HILLS, MI 48307 | Pension Consulting | $277,878 |
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 | $29,890 | $63,259-52.7% | $178,490-83.3% | $93,223-67.9% |
| Participation rate | 32.8% | 72.1%-39.4pp | 81.9%-49.1pp | 74.9%-42.1pp |
| Annual return | 16.35% | 19.93%-3.6pp | 151.07%-134.7pp | 19.29%-2.9pp |
| Employer contribution / active EE | $688 | $1,865-63.1% | $5,011-86.3% | $2,680-74.3% |
| Participant deferral / active EE | $1,197 | $3,372-64.5% | $5,202-77.0% | $4,563-73.8% |
| Admin fee / account holder | $184 | $58+217.7% | $13,984-98.7% | $79+132.8% |