Filed October 4, 2024 (most recent of 7 filings on file)
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 TRUST COMPANY Service code 24 · EIN 62-0951563 | Discretionary Trustee | $144,464 |
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 | $104,583 | $96,018+8.9% | $65,493+59.7% | $85,563+22.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 12.41% | 14.51%-2.1pp | 982.45%-970.0pp | 31.51%-19.1pp |
| Employer contribution / active EE | $9,243 | $3,235+185.7% | $2,574+259.1% | $2,654+248.3% |
| Participant deferral / active EE | $6,014 | $4,055+48.3% | $3,961+51.8% | $4,375+37.4% |
| Admin fee / account holder | $141 | $271-47.8% | $5,028-97.2% | $834-83.1% |