Filed September 2, 2025
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 7-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 COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $77,709 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 501 E MCBEE AVENUE SUITE 101 · GREENVILLE, SC 29601 | Advisory (Plan) | $31,079 |
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.
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 | $14,054 | $45,000-68.8% | $143,757-90.2% | $77,904-82.0% |
| Participation rate | 37.7% | 66.8%-29.2pp | 80.3%-42.6pp | 73.7%-36.0pp |
| Annual return | -12.86% | 29.03%-41.9pp | -0.04%-12.8pp | 12.21%-25.1pp |
| Employer contribution / active EE | $455 | $1,870-75.7% | $4,951-90.8% | $2,848-84.0% |
| Participant deferral / active EE | $580 | $3,157-81.6% | $5,637-89.7% | $4,806-87.9% |
| Admin fee / account holder | $166 | $98+68.7% | $14,673-98.9% | $133+25.3% |