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 ADVISORS2 years Filed as: AMERICAN TRUST RETIRMENT Service code 15 · EIN 83-3455979 | Recordkeeping | $17,076 |
Annual investment return 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 | $16,936 | $52,293-67.6% | $178,490-90.5% | $73,409-76.9% |
| Participation rate | 96.9% | 65.3%+31.5pp | 81.9%+15.0pp | 72.2%+24.7pp |
| Annual return | 0.47% | 34.75%-34.3pp | 151.07%-150.6pp | 59.29%-58.8pp |
| Employer contribution / active EE | $771 | $1,735-55.6% | $5,011-84.6% | $2,234-65.5% |
| Participant deferral / active EE | $2,247 | $2,332-3.7% | $5,202-56.8% | $3,805-41.0% |
| Admin fee / account holder | $40 | $127-68.2% | $13,984-99.7% | $158-74.4% |