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 | $67,984+88.8% | $65,493+96.0% | $74,304+72.7% |
| Participation rate | 55.0% | 66.3%-11.3pp | 73.1%-18.1pp | 60.3%-5.3pp |
| Annual return | 12.66% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,728 | $2,491+9.5% | $2,574+6.0% | $2,241+21.7% |
| Participant deferral / active EE | $3,905 | $3,346+16.7% | $3,961-1.4% | $3,767+3.7% |
| Admin fee / account holder | $286 | $1,373-79.2% | $5,028-94.3% | $2,969-90.4% |