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 ADVISORS4+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN ST · DUBUQUE, IA 520040938 | Recordkeeping | $16,734 |
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 | Accounting | $9,300 |
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 | $36,981 | $62,586-40.9% | $76,768-51.8% | $64,186-42.4% |
| Participation rate | 64.5% | 72.8%-8.3pp | 77.0%-12.4pp | 69.6%-5.1pp |
| Annual return | -4.57% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $963 | $3,145-69.4% | $3,852-75.0% | $3,470-72.2% |
| Admin fee / account holder | $347 | $4,667-92.6% | $6,675-94.8% | $4,888-92.9% |