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 ADVISORS5+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $52,343 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $27,628 |
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 | $24,806 | $55,790-55.5% | $76,817-67.7% | $67,579-63.3% |
| Participation rate | 82.9% | 71.1%+11.9pp | 72.1%+10.9pp | 71.3%+11.7pp |
| Annual return | 29.85% | 64.45%-34.6pp | 1166.11%-1136.3pp | 378.56%-348.7pp |
| Employer contribution / active EE | $1,525 | $1,810-15.7% | $2,302-33.7% | $2,148-29.0% |
| Participant deferral / active EE | $2,408 | $2,875-16.2% | $3,336-27.8% | $3,539-32.0% |
| Admin fee / account holder | $211 | $159+32.6% | $6,420-96.7% | $142+48.3% |