Filed January 18, 2023
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 RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $18,048 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $9,065 |
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.
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 | $46,739 | $64,909-28.0% | $82,313-43.2% | $62,292-25.0% |
| Participation rate | 62.1% | 74.9%-12.7pp | 76.9%-14.8pp | 69.5%-7.4pp |
| Annual return | 17.72% | 21.18%-3.5pp | 25.88%-8.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $941 | $3,103-69.7% | $3,706-74.6% | $3,169-70.3% |
| Admin fee / account holder | $331 | $440-24.8% | $5,608-94.1% | $479-31.0% |