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 ADVISORS2 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $45,135 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
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 | $49,794 | $58,083-14.3% | $80,019-37.8% | $56,287-11.5% |
| Participation rate | 91.2% | 73.6%+17.6pp | 75.8%+15.4pp | 69.9%+21.4pp |
| Annual return | -6.76% | 34.61%-41.4pp | 11.22%-18.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,899 | $1,932-1.7% | $2,468-23.1% | $2,111-10.0% |
| Participant deferral / active EE | $5,702 | $3,135+81.9% | $3,686+54.7% | $3,350+70.2% |
| Admin fee / account holder | $177 | $623-71.6% | $6,521-97.3% | $521-66.1% |