Filed November 1, 2024
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 |
|---|---|---|
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $75,495 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,822 | $84,784-28.3% | $98,439-38.2% | $74,419-18.3% |
| Participation rate | 94.4% | 81.5%+12.8pp | 75.2%+19.2pp | 70.7%+23.6pp |
| Annual return | 20.01% | 20.59%-0.6pp | 21.16%-1.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,408 | $3,364-28.4% | $3,048-21.0% | $2,637-8.7% |
| Participant deferral / active EE | $7,224 | $5,218+38.4% | $4,738+52.5% | $4,528+59.5% |
| Admin fee / account holder | $156 | $204-23.7% | $8,948-98.3% | $348-55.1% |