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 |
|---|---|---|
Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $56,471 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $26,857 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 18 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Custodial (securities); Custodial (ot... | $5,485 |
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 | $29,099 | $88,122-67.0% | $141,162-79.4% | $67,579-56.9% |
| Participation rate | 71.7% | 76.5%-4.7pp | 82.5%-10.7pp | 71.3%+0.5pp |
| Annual return | 33.32% | 75.40%-42.1pp | 71.39%-38.1pp | 378.56%-345.2pp |
| Employer contribution / active EE | $3,724 | $3,224+15.5% | $4,735-21.3% | $2,148+73.4% |
| Participant deferral / active EE | $7,021 | $5,958+17.8% | $6,709+4.7% | $3,539+98.4% |
| Admin fee / account holder | $198 | $131+51.3% | $10,261-98.1% | $142+39.2% |