Filed September 4, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $131,649 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,709 | $47,126+105.2% | $149,673-35.4% | $74,419+30.0% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.7pp | 70.7%+27.7pp |
| Annual return | 14.84% | 22.75%-7.9pp | 134.42%-119.6pp | 34.38%-19.5pp |
| Employer contribution / active EE | $3,537 | $1,905+85.7% | $4,818-26.6% | $2,637+34.1% |
| Participant deferral / active EE | $6,101 | $2,728+123.7% | $5,680+7.4% | $4,528+34.7% |
| Admin fee / account holder | $350 | $343+2.2% | $13,210-97.3% | $348+0.7% |