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: FIRST AMERICAN BANK Service code 21 · EIN 85-0020635 | Bank Trustee | $25,306 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,972 | $47,922-77.1% | $75,886-85.5% | $65,185-83.2% |
| Participation rate | 84.7% | 63.0%+21.7pp | 69.3%+15.4pp | 70.2%+14.5pp |
| Annual return | 24.45% | 24.12%+0.3pp | 30.76%-6.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,230 | $1,557+43.2% | $2,500-10.8% | $2,177+2.5% |
| Participant deferral / active EE | $4,081 | $2,550+60.0% | $3,603+13.3% | $3,514+16.2% |
| Admin fee / account holder | $133 | $532-75.0% | $5,418-97.5% | $847-84.3% |