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 ADVISORS5+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $83,773 |
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).
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 | $212,894 | $63,114+237.3% | $92,893+129.2% | $65,185+226.6% |
| Participation rate | 59.9% | 68.8%-8.9pp | 76.0%-16.1pp | 70.2%-10.3pp |
| Annual return | 21.12% | 28.75%-7.6pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,361 | $2,571-47.1% | $3,653-62.7% | $2,177-37.5% |
| Participant deferral / active EE | $5,392 | $3,108+73.5% | $4,236+27.3% | $3,514+53.5% |
| Admin fee / account holder | $769 | $624+23.2% | $5,794-86.7% | $847-9.3% |