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 ADVISORS5+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 | Recordkeeping | $51,303 |
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 | $37,067 | $52,293-29.1% | $178,490-79.2% | $73,409-49.5% |
| Participation rate | 54.0% | 65.3%-11.3pp | 81.9%-27.9pp | 72.2%-18.2pp |
| Annual return | 6.67% | 34.75%-28.1pp | 151.07%-144.4pp | 59.29%-52.6pp |
| Employer contribution / active EE | $548 | $1,735-68.4% | $5,011-89.1% | $2,234-75.5% |
| Participant deferral / active EE | $1,194 | $2,332-48.8% | $5,202-77.1% | $3,805-68.6% |
| Admin fee / account holder | $235 | $127+84.8% | $13,984-98.3% | $158+49.1% |