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 ADVISORS10+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $34,789 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $18,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $63,702 | $54,193+17.5% | $93,606-31.9% | $77,643-18.0% |
| Participation rate | 20.5% | 63.9%-43.4pp | 68.7%-48.2pp | 70.6%-50.1pp |
| Annual return | 17.87% | 30.54%-12.7pp | 133.20%-115.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $287 | $1,168-75.4% | $2,420-88.1% | $2,726-89.5% |
| Participant deferral / active EE | $852 | $3,144-72.9% | $4,411-80.7% | $4,647-81.7% |
| Admin fee / account holder | $289 | $576-49.9% | $8,285-96.5% | $430-32.9% |