See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $43,303 |
RATHER & KITTRELL, INC.7 years Filed as: RATHER & KITTRELL Service code 26 · EIN 91-2046298 | Advisory (Participants) | $25,000 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $2,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,855 | $100,923-20.9% | $150,045-46.8% | $74,304+7.5% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.3%+9.7pp | 60.3%+31.7pp |
| Annual return | 14.83% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,318 | $3,463-33.1% | $4,693-50.6% | $2,241+3.4% |
| Participant deferral / active EE | $6,538 | $6,709-2.6% | $7,997-18.2% | $3,767+73.5% |
| Admin fee / account holder | $438 | $2,767-84.2% | $13,435-96.7% | $2,969-85.2% |