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 9-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 year Filed as: AMERICAN LIFE INSURANCE CO Service code 66 | Other insurance wrap fees; Insurance ... | $13,974 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,333 | $37,196-42.6% | $154,107-86.2% | $55,725-61.7% |
| Participation rate | 28.1% | 64.1%-36.0pp | 83.0%-54.9pp | 70.9%-42.8pp |
| Annual return | -3.93% | 1319.68%-1323.6pp | 735.12%-739.0pp | 244.93%-248.9pp |
| Employer contribution / active EE | $174 | $1,614-89.2% | $5,298-96.7% | $2,078-91.6% |
| Participant deferral / active EE | $643 | $2,068-68.9% | $5,081-87.3% | $3,356-80.8% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |