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 NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $23,339 |
CLARK NUBER4+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $11,980 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $11,394 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,243 | $59,186-55.7% | $76,768-65.8% | $56,287-53.4% |
| Participation rate | 78.9% | 75.2%+3.7pp | 77.0%+1.9pp | 69.9%+9.0pp |
| Annual return | -4.04% | 6.62%-10.7pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $461 | $1,759-73.8% | $2,485-81.5% | $2,111-78.2% |
| Participant deferral / active EE | $2,568 | $3,255-21.1% | $3,852-33.3% | $3,350-23.3% |
| Admin fee / account holder | $319 | $489-34.7% | $6,675-95.2% | $521-38.7% |