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 | $26,566 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $5,593 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,931 | $60,795-40.9% | $69,455-48.3% | $65,185-44.9% |
| Participation rate | 79.5% | 74.9%+4.6pp | 74.6%+4.8pp | 70.2%+9.3pp |
| Annual return | 5.07% | 17.46%-12.4pp | 28.97%-23.9pp | 29.38%-24.3pp |
| Employer contribution / active EE | $2,294 | $2,452-6.5% | $2,779-17.5% | $2,177+5.4% |
| Participant deferral / active EE | $2,496 | $3,162-21.0% | $3,535-29.4% | $3,514-29.0% |
| Admin fee / account holder | $166 | $314-47.2% | $3,839-95.7% | $847-80.4% |