Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 employees
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 Service code 11 · EIN 83-3455979 7800 MCCLOUD ROAD · GREENSBORO, NC 27409 | Actuarial | $24,218 |
FUND DIRECT ADVISORS3 years Filed as: FUND DIRECT ADVISOR'S, INC. Service code 28 · EIN 27-3584365 7800 MCCLOUD ROAD · GREENSBORO, NC 27409 | Investment Management | $16,633 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 21 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Bank Trustee | $7,483 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 12.36% | 9.97%+2.4pp | 9.14%+3.2pp | 8.23%+4.1pp |
| Employer contribution / active EE | $4,846 | $11,966-59.5% | $40,544-88.0% | $13,859-65.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |