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 ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 | Recordkeeping | $50,227 |
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 | $31,043 | $50,982-39.1% | $154,803-79.9% | $85,563-63.7% |
| Participation rate | 94.6% | 59.8%+34.8pp | 78.1%+16.5pp | 66.0%+28.6pp |
| Annual return | 11.60% | 30.35%-18.7pp | 58.88%-47.3pp | 31.51%-19.9pp |
| Employer contribution / active EE | $811 | $1,708-52.5% | $4,305-81.2% | $2,654-69.4% |
| Participant deferral / active EE | $2,780 | $2,474+12.4% | $5,540-49.8% | $4,375-36.5% |
| Admin fee / account holder | $133 | $846-84.2% | $14,329-99.1% | $834-84.0% |