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 TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH STREET, SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $38,050 |
PLANNINGTEAM, INC.2 years Service code 26 · EIN 45-0450545 320 N 4TH STREET · BISMARCK, ND 58501 | Advisory (Participants) | $29,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,733 | $58,879+15.0% | $178,490-62.1% | $73,488-7.8% |
| Participation rate | 86.5% | 66.2%+20.2pp | 81.9%+4.5pp | 70.7%+15.8pp |
| Annual return | 16.61% | 24.86%-8.2pp | 151.07%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,673 | $2,236-25.2% | $5,011-66.6% | $2,270-26.3% |
| Participant deferral / active EE | $3,697 | $2,567+44.0% | $5,202-28.9% | $3,740-1.1% |
| Admin fee / account holder | $443 | $400+10.6% | $13,984-96.8% | $513-13.7% |