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 9-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) | $44,247 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $14,533 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,708 | $80,724-2.5% | $103,333-23.8% | $74,495+5.7% |
| Participation rate | 59.5% | 65.7%-6.2pp | 74.5%-15.0pp | 67.2%-7.7pp |
| Annual return | 15.93% | 27.56%-11.6pp | 24.88%-8.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,936 | $3,157-38.7% | $3,868-50.0% | $2,623-26.2% |
| Participant deferral / active EE | $4,640 | $3,860+20.2% | $5,057-8.3% | $4,346+6.8% |
| Admin fee / account holder | $389 | $2,368-83.6% | $8,355-95.3% | $1,942-80.0% |