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 ADVISORS2+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH STREET, SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $29,012 |
INVESTMENT CENTERS OF AMERICA2+ years Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $24,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,228 | $46,732+1.1% | $156,549-69.8% | $55,167-14.4% |
| Participation rate | 87.9% | 65.8%+22.1pp | 84.0%+3.9pp | 69.0%+18.9pp |
| Annual return | 7.90% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,620 | $2,105-23.1% | $5,501-70.6% | $1,963-17.5% |
| Participant deferral / active EE | $3,470 | $2,204+57.4% | $4,871-28.8% | $3,054+13.6% |
| Admin fee / account holder | $386 | $418-7.8% | $13,027-97.0% | $504-23.5% |