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 ADVISORS1 year Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $19,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,810 | $30,615+69.2% | $74,701-30.6% | - |
| Participation rate | 45.5% | 43.6%+1.8pp | 54.5%-9.0pp | - |
| Annual return | 18.23% | 14.02%+4.2pp | 752.92%-734.7pp | - |
| Employer contribution / active EE | $343 | $1,331-74.2% | $1,084-68.3% | - |
| Participant deferral / active EE | $1,646 | $1,056+55.9% | $1,964-16.2% | - |
| Admin fee / account holder | $374 | $2,499-85.0% | $3,333-88.8% | - |