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 ADVISORS4+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $77,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $175,598 | $55,449+216.7% | $83,848+109.4% | $56,287+212.0% |
| Participation rate | 67.4% | 68.0%-0.6pp | 76.1%-8.8pp | 69.9%-2.5pp |
| Annual return | -5.77% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,296 | $2,430-46.7% | $3,631-64.3% | $2,111-38.6% |
| Participant deferral / active EE | $5,278 | $2,935+79.8% | $4,082+29.3% | $3,350+57.6% |
| Admin fee / account holder | $702 | $656+6.9% | $5,478-87.2% | $521+34.7% |