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 ADVISORS2+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $4,811 |
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 | $60,677 | $58,726+3.3% | $92,233-34.2% | $62,292-2.6% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.5%+21.1pp | 69.5%+28.0pp |
| Annual return | 19.34% | 43.62%-24.3pp | 176.28%-156.9pp | 28.90%-9.6pp |
| Employer contribution / active EE | $4,210 | $2,392+76.0% | $3,679+14.4% | $2,042+106.2% |
| Participant deferral / active EE | $4,091 | $2,766+47.9% | $3,897+5.0% | $3,169+29.1% |
| Admin fee / account holder | $16 | $556-97.0% | $5,194-99.7% | $479-96.6% |