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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $70,539 |
Service code 27 4355 CORAL PARK DRIVE · BRUNSWICK, GA 31520 | Advisory (Plan) | $65,799 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,719 | $62,127+139.4% | $81,382+82.7% | $74,495+99.6% |
| Participation rate | 98.7% | 64.0%+34.6pp | 69.5%+29.2pp | 67.2%+31.5pp |
| Annual return | 10.60% | 16.48%-5.9pp | 24.73%-14.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $13,071 | $1,882+594.4% | $2,463+430.7% | $2,623+398.3% |
| Participant deferral / active EE | $7,556 | $3,229+134.0% | $3,883+94.6% | $4,346+73.9% |
| Admin fee / account holder | $668 | $1,934-65.5% | $5,768-88.4% | $1,942-65.6% |