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 ADVISORS1+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $16,647 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $5,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,797 | $50,464-29.1% | $75,781-52.8% | $52,331-31.6% |
| Participation rate | 41.8% | 66.8%-25.0pp | 75.8%-34.1pp | 68.1%-26.3pp |
| Annual return | 8.94% | 1.03%+7.9pp | 9.68%-0.7pp | 4.54%+4.4pp |
| Employer contribution / active EE | $818 | $1,988-58.9% | $3,323-75.4% | $1,882-56.5% |
| Participant deferral / active EE | $1,851 | $2,570-28.0% | $3,651-49.3% | $3,022-38.8% |
| Admin fee / account holder | $294 | $1,103-73.3% | $5,299-94.4% | $592-50.3% |