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 ST. · BISMARCK, ND 58501 | Recordkeeping | $204,809 |
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 | $78,153 | $79,519-1.7% | $95,952-18.6% | $73,409+6.5% |
| Participation rate | 98.2% | 81.2%+17.0pp | 77.1%+21.1pp | 72.2%+26.0pp |
| Annual return | 13.23% | 19.20%-6.0pp | 91.61%-78.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $2,270 | $2,048+10.9% | $2,541-10.6% | $2,234+1.7% |
| Participant deferral / active EE | $5,254 | $4,138+27.0% | $4,167+26.1% | $3,805+38.1% |
| Admin fee / account holder | $402 | $184+117.9% | $6,795-94.1% | $158+154.4% |