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 ADVISORS6 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $54,211 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $32,175 |
BENEFIT TRUST COMPANY5 years Service code 19 · EIN 04-3581074 | Securities Custodian | $10,686 |
HARRIS CPA'S P.C.2 years Service code 10 · EIN 99-0658768 | Accounting | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $35,461 | $106,028-66.6% | $146,958-75.9% | $77,643-54.3% |
| Participation rate | 92.8% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 14.67% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,756 | $4,063-56.8% | $4,933-64.4% | $2,726-35.6% |
| Participant deferral / active EE | $5,335 | $7,990-33.2% | $8,070-33.9% | $4,647+14.8% |
| Admin fee / account holder | $181 | $337-46.4% | $12,998-98.6% | $430-58.0% |