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 10-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 ADVISORS4+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 1151 3RD AVE WEST · DICKINSON, ND 58601 | Recordkeeping | $32,427 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,216 | $60,396-73.2% | $111,392-85.4% | $56,287-71.2% |
| Participation rate | 70.5% | 72.4%-2.0pp | 78.9%-8.4pp | 69.9%+0.6pp |
| Annual return | -11.43% | 20.26%-31.7pp | -2.06%-9.4pp | -9.96%-1.5pp |
| Employer contribution / active EE | $2,084 | $3,459-39.7% | $4,328-51.8% | $2,111-1.3% |
| Participant deferral / active EE | $3,626 | $4,421-18.0% | $5,567-34.9% | $3,350+8.3% |
| Admin fee / account holder | $154 | $610-74.7% | $12,266-98.7% | $521-70.4% |