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 COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $3,489 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,079 | $49,451-53.3% | $79,550-71.0% | $66,914-65.5% |
| Participation rate | 74.0% | 61.3%+12.7pp | 69.5%+4.5pp | 69.8%+4.2pp |
| Annual return | -19.38% | 84.25%-103.6pp | 0.16%-19.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,336 | $1,266+5.6% | $2,413-44.6% | $2,544-47.5% |
| Participant deferral / active EE | $3,393 | $3,159+7.4% | $3,985-14.9% | $4,237-19.9% |
| Admin fee / account holder | $21 | $595-96.5% | $6,832-99.7% | $593-96.5% |