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 ADVISORS1 year Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH STREET · BISMARCK, ND 58501 | Recordkeeping | $31,565 |
PLANNINGTEAM, INC.1 year Filed as: PLANNINGTEAM, INC Service code 26 · EIN 45-0450545 320 N 4TH STREET · BISMARCK, ND 58501 | Advisory (Participants) | $16,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,305 | $76,000+10.9% | $154,107-45.3% | $64,186+31.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,154 | $3,351+113.5% | $5,298+35.1% | $2,381+200.5% |
| Participant deferral / active EE | $4,990 | $3,175+57.2% | $5,081-1.8% | $3,470+43.8% |
| Admin fee / account holder | $364 | $5,596-93.5% | $13,411-97.3% | $4,888-92.6% |