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 5-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 ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 50 · EIN 62-0951563 | Direct Payment | $20,456 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,798 | $84,784-38.9% | $98,439-47.4% | $74,419-30.4% |
| Participation rate | 98.0% | 81.5%+16.5pp | 75.2%+22.9pp | 70.7%+27.3pp |
| Annual return | 13.56% | 20.59%-7.0pp | 21.16%-7.6pp | 34.38%-20.8pp |
| Employer contribution / active EE | $4,218 | $3,364+25.4% | $3,048+38.4% | $2,637+59.9% |
| Participant deferral / active EE | $6,517 | $5,218+24.9% | $4,738+37.5% | $4,528+43.9% |
| Admin fee / account holder | $52 | $204-74.4% | $8,948-99.4% | $348-85.0% |