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 ADVISORS1 year Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH ST · BISMARCK, ND 58501 | Recordkeeping | $16,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,529 | $88,042-58.5% | $138,135-73.6% | $79,858-54.3% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.7%-26.7pp | 69.6%-17.6pp |
| Annual return | 14.00% | 20.58%-6.6pp | 20.51%-6.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,514 | $3,103-51.2% | $5,587-72.9% | $2,471-38.7% |
| Participant deferral / active EE | $3,036 | $4,704-35.5% | $6,431-52.8% | $3,740-18.8% |
| Admin fee / account holder | $347 | $7,791-95.5% | $11,856-97.1% | $5,306-93.5% |