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 ADVISORS2+ years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $11,310 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,404 | $57,976-73.4% | $62,995-75.5% | $62,292-75.3% |
| Participation rate | 71.8% | 75.9%-4.1pp | 74.8%-3.0pp | 69.5%+2.3pp |
| Annual return | 16.11% | 17.54%-1.4pp | 87.57%-71.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,220 | $2,415-49.5% | $2,759-55.8% | $2,042-40.2% |
| Participant deferral / active EE | $2,040 | $2,956-31.0% | $3,329-38.7% | $3,169-35.6% |
| Admin fee / account holder | $103 | $276-62.8% | $3,600-97.1% | $479-78.6% |