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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,025 | $78,672+69.1% | $109,143+21.9% | $85,850+55.0% |
| Participation rate | 51.2% | 68.3%-17.1pp | 75.9%-24.7pp | 69.3%-18.2pp |
| Annual return | 21.99% | 25.09%-3.1pp | 25.75%-3.8pp | 318.53%-296.5pp |
| Employer contribution / active EE | $2,513 | $2,735-8.1% | $3,722-32.5% | $2,565-2.0% |
| Participant deferral / active EE | $4,807 | $3,467+38.6% | $4,653+3.3% | $3,952+21.7% |
| Admin fee / account holder | $6 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |