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 Service code 27 · EIN 74-3257476 | Advisory (Plan) | $32,538 |
WEISS & COMPANY LLP1 year Service code 10 · EIN 36-2663249 | Accounting | $18,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
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 | $52,771 | $63,299-16.6% | $91,001-42.0% | $62,292-15.3% |
| Participation rate | 85.0% | 73.3%+11.7pp | 75.6%+9.4pp | 69.5%+15.5pp |
| Annual return | 20.37% | 20.99%-0.6pp | 4.60%+15.8pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,442 | $1,807-20.2% | $2,456-41.3% | $2,042-29.4% |
| Participant deferral / active EE | $4,528 | $2,943+53.9% | $3,547+27.6% | $3,169+42.9% |
| Admin fee / account holder | $225 | $468-51.8% | $5,417-95.8% | $479-53.0% |