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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $69,963 |
Service code 27 4355 CORAL PARK DRIVE · BRUNSWICK, GA 31520 | Advisory (Plan) | $48,369 |
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 | $144,231 | $56,423+155.6% | $77,163+86.9% | $71,457+101.8% |
| Participation rate | 96.6% | 64.3%+32.3pp | 69.6%+27.0pp | 67.9%+28.7pp |
| Annual return | 22.61% | 19.05%+3.6pp | 37.87%-15.3pp | 28.85%-6.2pp |
| Employer contribution / active EE | $13,163 | $1,866+605.4% | $2,535+419.3% | $2,588+408.7% |
| Participant deferral / active EE | $7,839 | $3,142+149.5% | $3,833+104.5% | $4,289+82.8% |
| Admin fee / account holder | $620 | $1,429-56.6% | $5,472-88.7% | $1,587-61.0% |