Filed September 4, 1997
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 ADVISORS1+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $9,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,252 | $52,884-6.9% | $84,750-41.9% | $55,167-10.7% |
| Participation rate | 99.5% | 67.5%+32.0pp | 76.6%+23.0pp | 69.0%+30.6pp |
| Annual return | -1.51% | 18.03%-19.5pp | 22.78%-24.3pp | 169.23%-170.7pp |
| Employer contribution / active EE | $4,148 | $2,233+85.7% | $3,574+16.1% | $1,963+111.4% |
| Participant deferral / active EE | $3,900 | $2,644+47.5% | $3,712+5.1% | $3,054+27.7% |
| Admin fee / account holder | $13 | $581-97.7% | $5,332-99.8% | $504-97.4% |