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 ADVISORS7+ years Filed as: AMERICAN TRUST CENTER Service code 21 · EIN 45-0436653 320 N 4TH ST · BISMARCK, ND 58502 | Bank Trustee | $53,229 |
INVESTMENT CENTERS OF AMERICA7+ years Service code 27 · EIN 45-0389744 320 N 4TH ST · BISMARCK, ND 58502 | Advisory (Plan) | $38,039 |
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 | $67,413 | $59,263+13.8% | $96,562-30.2% | $79,386-15.1% |
| Participation rate | 85.4% | 61.9%+23.5pp | 69.8%+15.6pp | 70.7%+14.7pp |
| Annual return | 17.27% | 27.07%-9.8pp | 37.78%-20.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $770 | $1,216-36.6% | $2,356-67.3% | $2,427-68.3% |
| Participant deferral / active EE | $3,145 | $2,948+6.7% | $3,849-18.3% | $4,046-22.3% |
| Admin fee / account holder | $419 | $658-36.4% | $6,181-93.2% | $626-33.2% |