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 ST. · BISMARCK, ND 58501 | Recordkeeping | $126,883 |
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 | $63,574 | $107,378-40.8% | $108,579-41.4% | $57,658+10.3% |
| Participation rate | 98.6% | 77.1%+21.5pp | 79.6%+19.0pp | 70.2%+28.4pp |
| Annual return | 7.82% | 12.80%-5.0pp | -51.70%+59.5pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,142 | $1,782-35.9% | $3,758-69.6% | $1,974-42.1% |
| Participant deferral / active EE | $3,757 | $3,221+16.7% | $4,311-12.8% | $3,061+22.8% |
| Admin fee / account holder | $352 | $108+224.9% | $7,645-95.4% | $95+272.8% |