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 RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $72,291 |
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 | $175,722 | $58,726+199.2% | $92,233+90.5% | $62,292+182.1% |
| Participation rate | 73.2% | 68.3%+4.8pp | 76.5%-3.3pp | 69.5%+3.7pp |
| Annual return | 16.51% | 43.62%-27.1pp | 176.28%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,357 | $2,392-43.3% | $3,679-63.1% | $2,042-33.6% |
| Participant deferral / active EE | $5,264 | $2,766+90.3% | $3,897+35.1% | $3,169+66.1% |
| Admin fee / account holder | $640 | $556+15.0% | $5,194-87.7% | $479+33.5% |