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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.
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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 |
|---|---|---|
Service code 27 P.O. BOX 1517 · ALBEMARLE, NC 280021517 | Advisory (Plan) | $16,067 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $13,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,180 | $65,061-58.2% | $143,757-81.1% | $66,914-59.4% |
| Participation rate | 36.9% | 65.2%-28.2pp | 80.3%-43.4pp | 69.8%-32.9pp |
| Annual return | -11.17% | -11.14%0pp | -0.04%-11.1pp | 1.58%-12.8pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $759 | $2,919-74.0% | $5,637-86.5% | $4,237-82.1% |
| Admin fee / account holder | $310 | $502-38.3% | $14,673-97.9% | $593-47.8% |