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 RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $66,139 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,681 | $52,884+169.8% | $84,750+68.4% | $55,167+158.6% |
| Participation rate | 75.8% | 67.5%+8.2pp | 76.6%-0.8pp | 69.0%+6.8pp |
| Annual return | 5.47% | 18.03%-12.6pp | 22.78%-17.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,297 | $2,233-41.9% | $3,574-63.7% | $1,963-33.9% |
| Participant deferral / active EE | $5,161 | $2,644+95.2% | $3,712+39.1% | $3,054+69.0% |
| Admin fee / account holder | $575 | $581-1.0% | $5,332-89.2% | $504+14.1% |