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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.
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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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $2,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $69,763-54.2% | $67,502-52.6% | $74,495-57.1% |
| Participation rate | 54.2% | 71.4%-17.2pp | 72.9%-18.7pp | 67.2%-13.0pp |
| Annual return | 11.73% | -40.34%+52.1pp | 3512.12%-3500.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $446 | $2,704-83.5% | $2,731-83.7% | $2,623-83.0% |
| Participant deferral / active EE | $1,912 | $3,636-47.4% | $4,000-52.2% | $4,346-56.0% |
| Admin fee / account holder | $17 | $896-98.1% | $3,998-99.6% | $1,942-99.1% |