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 9-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 Service code 11 · EIN 83-3455979 2525 HARRODSBURG ROAD · LEXINGTON, KY 40504 | Actuarial | $57,905 |
FUND DIRECT ADVISORS1 year Service code 21 · EIN 37-3584365 7800 MCCLOUD ROAD · GREENSBORO, NC 27409 | Bank Trustee | $25,000 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $33,520-100.0% | $250,061-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 46.0%-46.0pp | 2.1%-2.1pp |
| Annual return | 10.77% | 7.65%+3.1pp | 7.82%+3.0pp | 7.65%+3.1pp |
| Employer contribution / active EE | $0 | $20,599-100.0% | $31,823-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $365-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $18,503-100.0% | $193-100.0% |