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 ADVISORS5+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH STREET, SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $35,076 |
PLANNINGTEAM, INC.1 year Service code 26 · EIN 45-0450545 320 N 4TH STREET · BISMARCK, ND 58501 | Advisory (Participants) | $26,664 |
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 | $57,069 | $52,953+7.8% | $172,739-67.0% | $65,185-12.4% |
| Participation rate | 86.6% | 66.2%+20.4pp | 82.6%+4.0pp | 70.2%+16.4pp |
| Annual return | 24.66% | 30.12%-5.5pp | 802.84%-778.2pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,689 | $2,190-22.9% | $5,143-67.2% | $2,177-22.4% |
| Participant deferral / active EE | $3,926 | $2,471+58.9% | $5,198-24.5% | $3,514+11.7% |
| Admin fee / account holder | $418 | $472-11.4% | $13,954-97.0% | $847-50.6% |