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 ADVISORS4+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 | Recordkeeping | $48,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,019 | $62,928-45.9% | $172,739-80.3% | $67,579-49.7% |
| Participation rate | 46.2% | 64.5%-18.3pp | 82.6%-36.5pp | 71.3%-25.1pp |
| Annual return | 1.70% | 30.36%-28.7pp | 802.84%-801.1pp | 378.56%-376.9pp |
| Employer contribution / active EE | $465 | $1,636-71.6% | $5,143-91.0% | $2,148-78.3% |
| Participant deferral / active EE | $903 | $2,145-57.9% | $5,198-82.6% | $3,539-74.5% |
| Admin fee / account holder | $212 | $167+27.0% | $13,954-98.5% | $142+48.8% |