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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.
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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 ADVISORS6+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 | Recordkeeping | $73,071 |
Service code 15 · EIN 42-0223620 | Recordkeeping | $19,633 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $225,340 | $69,362+224.9% | $101,248+122.6% | $73,488+206.6% |
| Participation rate | 57.1% | 68.4%-11.2pp | 75.8%-18.7pp | 70.7%-13.5pp |
| Annual return | 13.10% | 18.46%-5.4pp | 46.47%-33.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,212 | $2,628-53.9% | $3,660-66.9% | $2,270-46.6% |
| Participant deferral / active EE | $4,611 | $3,300+39.7% | $4,370+5.5% | $3,740+23.3% |
| Admin fee / account holder | $806 | $704+14.6% | $5,945-86.4% | $513+57.1% |