Filed November 29, 2011
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 year Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $45,586 |
SOUTH STATE RPS1 year Filed as: SOUTH STATE ADVISORY Service code 15 · EIN 27-1803704 | Recordkeeping | $12,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,214 | $80,753-65.1% | $136,294-79.3% | $62,292-54.7% |
| Participation rate | 0.0% | 73.5%-73.5pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 16.55% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,445 | $2,884-49.9% | $4,695-69.2% | $2,042-29.3% |
| Participant deferral / active EE | $6,792 | $5,164+31.5% | $6,247+8.7% | $3,169+114.3% |
| Admin fee / account holder | $218 | $525-58.5% | $9,243-97.6% | $479-54.5% |