Filed May 20, 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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIRMENT Service code 15 · EIN 83-3455979 | Recordkeeping | $18,607 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,121 | $62,928-72.8% | $172,739-90.1% | $67,579-74.7% |
| Participation rate | 94.6% | 64.5%+30.2pp | 82.6%+12.0pp | 71.3%+23.3pp |
| Annual return | 4.46% | 30.36%-25.9pp | 802.84%-798.4pp | 378.56%-374.1pp |
| Employer contribution / active EE | $606 | $1,636-63.0% | $5,143-88.2% | $2,148-71.8% |
| Participant deferral / active EE | $1,862 | $2,145-13.2% | $5,198-64.2% | $3,539-47.4% |
| Admin fee / account holder | $46 | $167-72.2% | $13,954-99.7% | $142-67.4% |