Filed April 3, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 6-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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $81,656 |
MMA SECURITIES LLC5+ years Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $52,733 |
THE LAMPO GROUP, INC.4 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 38 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Participant Communication | $9,201 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,392 | $84,784-27.6% | $98,439-37.6% | $74,419-17.5% |
| Participation rate | 97.7% | 81.5%+16.2pp | 75.2%+22.5pp | 70.7%+27.0pp |
| Annual return | 14.05% | 20.59%-6.5pp | 21.16%-7.1pp | 34.38%-20.3pp |
| Employer contribution / active EE | $2,629 | $3,364-21.9% | $3,048-13.8% | $2,637-0.3% |
| Participant deferral / active EE | $7,346 | $5,218+40.8% | $4,738+55.0% | $4,528+62.2% |
| Admin fee / account holder | $126 | $204-38.2% | $8,948-98.6% | $348-63.7% |