Filed January 3, 2012
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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $26,019 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN UNTIED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,611 | $62,928-48.2% | $172,739-81.1% | $67,579-51.7% |
| Participation rate | 71.4% | 64.5%+7.0pp | 82.6%-11.2pp | 71.3%+0.2pp |
| Annual return | 24.60% | 30.36%-5.8pp | 802.84%-778.2pp | 378.56%-354.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,551 | $2,145+18.9% | $5,198-50.9% | $3,539-27.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |