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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.
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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 ADVISORS3+ years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 37 · EIN 74-0484030 | Loan Processing | $32,710 |
STANFIELD & BRIM3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,558 | $58,726-42.9% | $92,233-63.6% | $62,292-46.1% |
| Participation rate | 58.1% | 68.3%-10.3pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 14.08% | 43.62%-29.5pp | 176.28%-162.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,870 | $2,392-21.8% | $3,679-49.2% | $2,042-8.4% |
| Participant deferral / active EE | $817 | $2,766-70.5% | $3,897-79.0% | $3,169-74.2% |
| Admin fee / account holder | $254 | $556-54.4% | $5,194-95.1% | $479-47.1% |