Filed May 8, 2008
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 TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $19,293 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,995 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,903 | $122,239-5.2% | $184,200-37.1% | $74,546+55.5% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.2pp |
| Annual return | 10.22% | 19.95%-9.7pp | 28.80%-18.6pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $2,931 | $4,537-35.4% | $6,424-54.4% | $2,624+11.7% |
| Participant deferral / active EE | $6,255 | $7,139-12.4% | $9,132-31.5% | $4,347+43.9% |
| Admin fee / account holder | $208 | $1,260-83.5% | $13,907-98.5% | $1,944-89.3% |