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 ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $32,516 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,635 | $61,660-1.7% | $80,019-24.2% | $64,186-5.5% |
| Participation rate | 86.1% | 71.7%+14.4pp | 75.8%+10.2pp | 69.6%+16.5pp |
| Annual return | 7.10% | -0.33%+7.4pp | 11.22%-4.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,380 | $1,810-23.7% | $2,468-44.1% | $2,381-42.0% |
| Participant deferral / active EE | $2,465 | $2,968-16.9% | $3,686-33.1% | $3,470-28.9% |
| Admin fee / account holder | $332 | $5,417-93.9% | $6,521-94.9% | $4,888-93.2% |