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 ADVISORS3+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $42,217 |
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $16,284 |
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 | $80,813 | $89,739-9.9% | $149,718-46.0% | $62,292+29.7% |
| Participation rate | 86.6% | 85.1%+1.5pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 19.36% | 21.01%-1.7pp | 1501.63%-1482.3pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,822 | $3,233-43.6% | $5,445-66.5% | $2,042-10.8% |
| Participant deferral / active EE | $2,385 | $4,797-50.3% | $6,569-63.7% | $3,169-24.8% |
| Admin fee / account holder | $243 | $551-56.0% | $11,283-97.8% | $479-49.4% |