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 ADVISORS3+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 42-0114010 | Recordkeeping | $51,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,146 | $37,196-13.6% | $154,107-79.1% | $55,725-42.3% |
| Participation rate | 54.8% | 64.1%-9.2pp | 83.0%-28.2pp | 70.9%-16.0pp |
| Annual return | 6.77% | 1319.68%-1312.9pp | 735.12%-728.4pp | 244.93%-238.2pp |
| Employer contribution / active EE | $490 | $1,614-69.6% | $5,298-90.7% | $2,078-76.4% |
| Participant deferral / active EE | $966 | $2,068-53.3% | $5,081-81.0% | $3,356-71.2% |
| Admin fee / account holder | $212 | $102+108.9% | $13,411-98.4% | $115+84.2% |