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 ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $55,827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,064 | $89,248+13.2% | $136,007-25.7% | $74,495+35.7% |
| Participation rate | 89.3% | 69.4%+19.9pp | 76.5%+12.8pp | 67.2%+22.1pp |
| Annual return | 12.51% | 22.76%-10.2pp | 579.32%-566.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,644 | $2,838+28.4% | $4,217-13.6% | $2,623+38.9% |
| Participant deferral / active EE | $6,126 | $4,598+33.2% | $7,025-12.8% | $4,346+41.0% |
| Admin fee / account holder | $242 | $1,545-84.4% | $6,858-96.5% | $1,942-87.6% |