Filed January 19, 2005
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 PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $55,378 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,801 | $74,089+3.7% | $133,980-42.7% | $55,167+39.2% |
| Participation rate | 83.9% | 84.3%-0.4pp | 87.1%-3.2pp | 69.0%+14.9pp |
| Annual return | 10.66% | 12.11%-1.4pp | 29.30%-18.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,891 | $3,064-38.3% | $5,211-63.7% | $1,963-3.7% |
| Participant deferral / active EE | $2,459 | $4,678-47.4% | $6,282-60.9% | $3,054-19.5% |
| Admin fee / account holder | $270 | $458-41.1% | $9,324-97.1% | $504-46.4% |