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 ADVISORS6 years Filed as: AMERICAN STATE BANK Service code 21 · EIN 45-0103542 | Bank Trustee | $19,695 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,456 | $49,915-4.9% | $154,803-69.3% | $74,304-36.1% |
| Participation rate | 72.3% | 54.0%+18.4pp | 78.1%-5.8pp | 60.3%+12.0pp |
| Annual return | 14.57% | 34.06%-19.5pp | 58.88%-44.3pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,449 | $1,611-10.1% | $4,305-66.3% | $2,241-35.4% |
| Participant deferral / active EE | $1,375 | $2,255-39.0% | $5,540-75.2% | $3,767-63.5% |
| Admin fee / account holder | $132 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |