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 NATIONAL INSURANCE COMPANY Service code 37 · EIN 74-0484030 | Loan Processing | $22,923 |
STANFIELD & BRIM1+ years Service code 10 · EIN 26-2796289 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,315 | $50,464-32.0% | $75,781-54.7% | $52,331-34.4% |
| Participation rate | 56.8% | 66.8%-10.0pp | 75.8%-19.0pp | 68.1%-11.3pp |
| Annual return | 0.46% | 1.03%-0.6pp | 9.68%-9.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $809 | $1,988-59.3% | $3,323-75.6% | $1,882-57.0% |
| Participant deferral / active EE | $1,906 | $2,570-25.8% | $3,651-47.8% | $3,022-36.9% |
| Admin fee / account holder | $288 | $1,103-73.9% | $5,299-94.6% | $592-51.3% |