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 ADVISORS3+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0386653 401N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $34,533 |
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 | $34,509 | $63,346-45.5% | $92,233-62.6% | $70,131-50.8% |
| Participation rate | 92.0% | 68.7%+23.3pp | 76.5%+15.5pp | 69.5%+22.4pp |
| Annual return | 16.87% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,824 | $2,471+14.3% | $3,679-23.2% | $2,342+20.6% |
| Participant deferral / active EE | $3,160 | $2,854+10.7% | $3,897-18.9% | $3,332-5.2% |
| Admin fee / account holder | $262 | $3,840-93.2% | $5,194-95.0% | $4,645-94.4% |