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 ADVISORS3+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $22,295 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $9,127 |
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 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 | $46,853 | $58,726-20.2% | $92,233-49.2% | $62,292-24.8% |
| Participation rate | 45.6% | 68.3%-22.7pp | 76.5%-30.9pp | 69.5%-23.9pp |
| Annual return | 15.42% | 43.62%-28.2pp | 176.28%-160.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,118 | $2,392-53.3% | $3,679-69.6% | $2,042-45.3% |
| Participant deferral / active EE | $2,521 | $2,766-8.8% | $3,897-35.3% | $3,169-20.4% |
| Admin fee / account holder | $355 | $556-36.3% | $5,194-93.2% | $479-26.0% |