See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $50,450 |
Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $50,073 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 13 · EIN 11-3665754 | Contract Administrator | $11,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,821 | $84,936+34.0% | $111,297+2.3% | $79,386+43.4% |
| Participation rate | 98.8% | 75.9%+23.0pp | 77.3%+21.5pp | 70.7%+28.1pp |
| Annual return | 13.13% | 17.45%-4.3pp | 54.65%-41.5pp | 116.85%-103.7pp |
| Employer contribution / active EE | $13,407 | $1,979+577.4% | $2,731+390.9% | $2,427+452.3% |
| Participant deferral / active EE | $5,033 | $3,888+29.5% | $4,487+12.2% | $4,046+24.4% |
| Admin fee / account holder | $404 | $537-24.7% | $7,964-94.9% | $626-35.4% |