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 7-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+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $120,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,379 | $65,376+33.7% | $87,100+0.3% | $65,185+34.0% |
| Participation rate | 97.5% | 75.3%+22.2pp | 76.9%+20.6pp | 70.2%+27.3pp |
| Annual return | 20.64% | 31.27%-10.6pp | 28.19%-7.6pp | 29.38%-8.7pp |
| Employer contribution / active EE | $947 | $1,822-48.0% | $2,521-62.4% | $2,177-56.5% |
| Participant deferral / active EE | $3,660 | $3,388+8.0% | $4,049-9.6% | $3,514+4.2% |
| Admin fee / account holder | $406 | $520-22.0% | $7,497-94.6% | $847-52.1% |