See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $28,893 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,732 | $52,953-66.5% | $172,739-89.7% | $65,185-72.8% |
| Participation rate | 91.2% | 66.2%+25.0pp | 82.6%+8.6pp | 70.2%+21.0pp |
| Annual return | 23.17% | 30.12%-6.9pp | 802.84%-779.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $998 | $2,190-54.4% | $5,143-80.6% | $2,177-54.2% |
| Participant deferral / active EE | $2,581 | $2,471+4.5% | $5,198-50.3% | $3,514-26.5% |
| Admin fee / account holder | $157 | $472-66.7% | $13,954-98.9% | $847-81.5% |