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 ADVISORS2+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $12,838 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,917 | $57,976-46.7% | $62,995-50.9% | $62,292-50.4% |
| Participation rate | 90.5% | 75.9%+14.6pp | 74.8%+15.7pp | 69.5%+21.0pp |
| Annual return | 14.48% | 17.54%-3.1pp | 87.57%-73.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $2,413 | $2,415-0.1% | $2,759-12.5% | $2,042+18.2% |
| Participant deferral / active EE | $2,657 | $2,956-10.1% | $3,329-20.2% | $3,169-16.2% |
| Admin fee / account holder | $62 | $276-77.6% | $3,600-98.3% | $479-87.1% |