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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.
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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 ADVISORS2 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $19,156 |
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.)
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 | $42,742 | $37,426+14.2% | $77,482-44.8% | $79,858-46.5% |
| Participation rate | 55.4% | 41.5%+13.9pp | 54.2%+1.2pp | 69.6%-14.2pp |
| Annual return | 17.66% | 39.70%-22.0pp | 54.79%-37.1pp | 31.71%-14.0pp |
| Employer contribution / active EE | $406 | $637-36.2% | $986-58.8% | $2,471-83.6% |
| Participant deferral / active EE | $1,853 | $1,260+47.1% | $1,861-0.4% | $3,740-50.5% |
| Admin fee / account holder | $364 | $2,504-85.5% | $2,858-87.3% | $5,306-93.1% |