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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $62,306 |
Service code 27 4355 CORAL PARK DRIVE · BRUNSWICK, GA 31520 | Advisory (Plan) | $41,669 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,655 | $59,584+114.2% | $86,874+46.9% | $79,386+60.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 17.44% | 23.15%-5.7pp | 63.52%-46.1pp | 116.85%-99.4pp |
| Employer contribution / active EE | $9,462 | $1,768+435.3% | $2,495+279.2% | $2,427+289.8% |
| Participant deferral / active EE | $5,793 | $3,036+90.8% | $3,699+56.6% | $4,046+43.2% |
| Admin fee / account holder | $550 | $604-8.9% | $5,828-90.6% | $626-12.2% |