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 & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $31,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,038 | $67,411-21.3% | $91,001-41.7% | $70,131-24.4% |
| Participation rate | 82.1% | 71.4%+10.8pp | 75.6%+6.5pp | 69.5%+12.6pp |
| Annual return | 10.97% | -40.16%+51.1pp | 4.60%+6.4pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,410 | $1,786-21.0% | $2,456-42.6% | $2,342-39.8% |
| Participant deferral / active EE | $2,737 | $2,823-3.0% | $3,547-22.9% | $3,332-17.9% |
| Admin fee / account holder | $307 | $4,236-92.7% | $5,417-94.3% | $4,645-93.4% |