Filed February 27, 2015
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+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 42-0114010 | Recordkeeping | $61,338 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,923 | $36,916-37.9% | $156,549-85.4% | $57,658-60.2% |
| Participation rate | 84.2% | 63.4%+20.8pp | 84.0%+0.2pp | 70.2%+14.0pp |
| Annual return | 4.75% | 12.38%-7.6pp | 32.23%-27.5pp | 5.13%-0.4pp |
| Employer contribution / active EE | $566 | $1,571-64.0% | $5,501-89.7% | $1,974-71.3% |
| Participant deferral / active EE | $1,232 | $1,926-36.0% | $4,871-74.7% | $3,061-59.8% |
| Admin fee / account holder | $194 | $82+135.3% | $13,027-98.5% | $95+105.3% |