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 |
|---|---|---|
Service code 27 12400 COIT ROAD · DALLAS, TX 75251 | Advisory (Plan) | $6,890 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 35 · EIN 62-0951561 | Employee (plan sponsor) | $330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,651 | $91,190+19.1% | $178,490-39.1% | $79,858+36.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.54% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $17,172 | $3,256+427.4% | $5,011+242.7% | $2,471+595.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $52 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |