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+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $76,844 |
SMITH SAPP BOOKHOUT CRUMPLER1+ years Service code 10 · EIN 57-0801130 | Accounting | $4,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,757 | $75,828+108.0% | $147,614+6.9% | $59,632+164.5% |
| Participation rate | 72.8% | 71.6%+1.3pp | 84.6%-11.8pp | 68.7%+4.2pp |
| Annual return | -1.37% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $6,418 | $3,485+84.2% | $5,564+15.3% | $2,203+191.4% |
| Participant deferral / active EE | $5,678 | $3,130+81.4% | $4,895+16.0% | $3,192+77.9% |
| Admin fee / account holder | $770 | $5,985-87.1% | $11,611-93.4% | $4,297-82.1% |