Filed March 3, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $40,598 |
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 | $85,688 | $71,192+20.4% | $117,854-27.3% | $62,292+37.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.37% | 18.66%-1.3pp | 335.08%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $4,279 | $1,934+121.3% | $3,786+13.0% | $2,042+109.5% |
| Participant deferral / active EE | $3,206 | $3,189+0.5% | $4,482-28.5% | $3,169+1.2% |
| Admin fee / account holder | $307 | $587-47.6% | $8,020-96.2% | $479-35.9% |