Filed November 26, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $28,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,967 | $69,848-22.7% | $115,756-53.4% | $66,914-19.3% |
| Participation rate | 96.7% | 70.6%+26.1pp | 77.1%+19.6pp | 69.8%+26.9pp |
| Annual return | -15.28% | 969.66%-984.9pp | 143.14%-158.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,331 | $2,613+27.5% | $3,793-12.2% | $2,544+30.9% |
| Participant deferral / active EE | $5,497 | $4,274+28.6% | $6,254-12.1% | $4,237+29.7% |
| Admin fee / account holder | $96 | $337-71.6% | $8,124-98.8% | $593-83.8% |