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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $35,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,599 | $46,292-23.1% | $143,757-75.2% | $64,808-45.1% |
| Participation rate | 52.0% | 64.2%-12.3pp | 80.3%-28.4pp | 71.5%-19.5pp |
| Annual return | -16.11% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $636 | $1,910-66.7% | $4,951-87.2% | $2,506-74.6% |
| Participant deferral / active EE | $1,397 | $2,646-47.2% | $5,637-75.2% | $4,310-67.6% |
| Admin fee / account holder | $158 | $154+2.5% | $14,673-98.9% | $188-16.0% |