Filed February 27, 2015
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 COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $53,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,277 | $50,815+4.8% | $155,509-65.7% | $77,643-31.4% |
| Participation rate | 44.0% | 63.1%-19.1pp | 78.2%-34.2pp | 70.6%-26.6pp |
| Annual return | 22.38% | 34.80%-12.4pp | 64.67%-42.3pp | 31.24%-8.9pp |
| Employer contribution / active EE | $608 | $1,993-69.5% | $4,672-87.0% | $2,726-77.7% |
| Participant deferral / active EE | $1,226 | $2,822-56.6% | $5,626-78.2% | $4,647-73.6% |
| Admin fee / account holder | $264 | $437-39.5% | $15,912-98.3% | $430-38.7% |