Filed July 12, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $72,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,346 | $64,705+98.4% | $62,929+104.0% | $67,986+88.8% |
| Participation rate | 55.0% | 65.6%-10.6pp | 73.1%-18.1pp | 57.2%-2.2pp |
| Annual return | 12.66% | 20.31%-7.6pp | 1063.93%-1051.3pp | 31.67%-19.0pp |
| Employer contribution / active EE | $2,728 | $2,376+14.8% | $2,505+8.9% | $2,019+35.1% |
| Participant deferral / active EE | $3,905 | $3,198+22.1% | $3,888+0.4% | $3,358+16.3% |
| Admin fee / account holder | $286 | $1,428-80.0% | $5,065-94.4% | $3,203-91.1% |