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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $40,499 |
TRUTINA FINANCIAL10+ years Service code 27 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Plan) | $37,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,754 | $79,171+61.4% | $102,423+24.7% | $74,495+71.5% |
| Participation rate | 82.9% | 74.8%+8.1pp | 76.5%+6.4pp | 67.2%+15.7pp |
| Annual return | 10.13% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,569 | $2,362+8.8% | $3,023-15.0% | $2,623-2.0% |
| Participant deferral / active EE | $6,453 | $4,415+46.2% | $5,053+27.7% | $4,346+48.5% |
| Admin fee / account holder | $456 | $2,001-77.2% | $9,451-95.2% | $1,942-76.5% |