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 ADVISORS4 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $61,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,438 |
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 | $65,524 | $85,135-23.0% | $98,907-33.8% | $73,409-10.7% |
| Participation rate | 91.4% | 81.1%+10.2pp | 76.0%+15.4pp | 72.2%+19.2pp |
| Annual return | 16.70% | 19.14%-2.4pp | 196.43%-179.7pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,716 | $2,721-36.9% | $2,689-36.2% | $2,234-23.2% |
| Participant deferral / active EE | $5,988 | $4,349+37.7% | $4,244+41.1% | $3,805+57.4% |
| Admin fee / account holder | $181 | $139+30.2% | $6,642-97.3% | $158+14.9% |