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 ADVISORS2+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $131,262 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,960 | $73,638+41.2% | $95,952+8.3% | $73,488+41.5% |
| Participation rate | 96.1% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.5pp |
| Annual return | 14.13% | 16.78%-2.7pp | 91.61%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,049 | $1,863-43.7% | $2,541-58.7% | $2,270-53.8% |
| Participant deferral / active EE | $3,978 | $3,617+10.0% | $4,167-4.5% | $3,740+6.4% |
| Admin fee / account holder | $467 | $482-3.1% | $6,795-93.1% | $513-9.0% |