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 ADVISORS10+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $43,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,685 | $54,517+68.2% | $75,972+20.7% | $74,495+23.1% |
| Participation rate | 50.0% | 60.3%-10.3pp | 69.1%-19.1pp | 67.2%-17.2pp |
| Annual return | 12.95% | 31.82%-18.9pp | 359.55%-346.6pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,374 | $1,777-22.7% | $2,685-48.8% | $2,623-47.6% |
| Participant deferral / active EE | $4,831 | $3,066+57.6% | $4,255+13.5% | $4,346+11.2% |
| Admin fee / account holder | $548 | $2,229-75.4% | $6,467-91.5% | $1,942-71.8% |