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 ADVISORS6 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 | Recordkeeping | $57,270 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,341 | $88,581+26.8% | $145,661-22.9% | $74,304+51.2% |
| Participation rate | 86.9% | 64.9%+22.0pp | 77.2%+9.7pp | 60.3%+26.6pp |
| Annual return | 13.05% | 34.30%-21.2pp | 101.46%-88.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,768 | $2,612+44.2% | $4,238-11.1% | $2,241+68.1% |
| Participant deferral / active EE | $6,121 | $4,151+47.5% | $7,198-15.0% | $3,767+62.5% |
| Admin fee / account holder | $279 | $2,953-90.5% | $12,466-97.8% | $2,969-90.6% |