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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $63,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,063 | $80,138+16.1% | $130,231-28.5% | $71,457+30.2% |
| Participation rate | 88.8% | 71.0%+17.8pp | 76.3%+12.5pp | 67.9%+20.9pp |
| Annual return | 48.34% | 16.81%+31.5pp | 38.77%+9.6pp | 28.85%+19.5pp |
| Employer contribution / active EE | $3,706 | $2,834+30.8% | $4,126-10.2% | $2,588+43.2% |
| Participant deferral / active EE | $6,539 | $4,641+40.9% | $6,799-3.8% | $4,289+52.5% |
| Admin fee / account holder | $250 | $1,035-75.8% | $6,020-95.8% | $1,587-84.2% |