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 ADVISORS4+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $48,195 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $25,648 |
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 | $20,875 | $43,504-52.0% | $68,793-69.7% | $56,287-62.9% |
| Participation rate | 77.8% | 67.8%+10.0pp | 72.2%+5.6pp | 69.9%+8.0pp |
| Annual return | -6.87% | -3.15%-3.7pp | -4.63%-2.2pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,393 | $1,525-8.7% | $2,625-46.9% | $2,111-34.0% |
| Participant deferral / active EE | $2,177 | $2,509-13.2% | $3,311-34.3% | $3,350-35.0% |
| Admin fee / account holder | $223 | $515-56.7% | $5,131-95.7% | $521-57.2% |