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 TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $10,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,496 | $63,299-73.9% | $91,001-81.9% | $62,292-73.5% |
| Participation rate | 63.2% | 73.3%-10.2pp | 75.6%-12.4pp | 69.5%-6.4pp |
| Annual return | 26.03% | 20.99%+5.0pp | 4.60%+21.4pp | 28.90%-2.9pp |
| Employer contribution / active EE | $1,122 | $1,807-37.9% | $2,456-54.3% | $2,042-45.1% |
| Participant deferral / active EE | $961 | $2,943-67.4% | $3,547-72.9% | $3,169-69.7% |
| Admin fee / account holder | $154 | $468-67.1% | $5,417-97.2% | $479-67.9% |