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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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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $13,910 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $10,552 | $98,750-89.3% | $149,696-93.0% | $79,858-86.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.6pp |
| Annual return | 3.38% | 27.43%-24.0pp | 276.60%-273.2pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,160 | $3,216-32.9% | $4,644-53.5% | $2,471-12.6% |
| Participant deferral / active EE | $3,145 | $5,680-44.6% | $6,842-54.0% | $3,740-15.9% |
| Admin fee / account holder | $75 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |