Filed November 1, 2024
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 ADVISORS1 year Filed as: AMERICAN COMMUNITY WEALTH MANAGEMEN Service code 27 · EIN 74-3257476 | Advisory (Plan) | $37,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,517 | $56,629-17.9% | $77,999-40.4% | $55,167-15.7% |
| Participation rate | 78.8% | 73.3%+5.5pp | 75.5%+3.2pp | 69.0%+9.8pp |
| Annual return | 7.65% | 2866.98%-2859.3pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,464 | $1,723-15.0% | $2,470-40.7% | $1,963-25.4% |
| Participant deferral / active EE | $4,062 | $2,777+46.3% | $3,497+16.2% | $3,054+33.0% |
| Admin fee / account holder | $194 | $467-58.4% | $5,480-96.5% | $504-61.5% |