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 ADVISORS2 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 62-0951563 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $4,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,558 | $58,512-66.6% | $84,015-76.7% | $72,985-73.2% |
| Participation rate | 60.8% | 61.2%-0.4pp | 69.0%-8.2pp | 69.5%-8.7pp |
| Annual return | 23.37% | 28.93%-5.6pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $477 | $1,163-59.0% | $1,983-75.9% | $2,440-80.4% |
| Participant deferral / active EE | $2,291 | $2,394-4.3% | $3,239-29.3% | $3,607-36.5% |
| Admin fee / account holder | $32 | $4,569-99.3% | $6,101-99.5% | $5,124-99.4% |