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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.
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 |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Recordkeeping | $35,634 |
OHNWARD FINANCIAL SERVICES4+ years Service code 21 203 NORTH MAIN STREET · MAQUOKETA, IA 52060 | Bank Trustee | $23,025 |
Annual investment return 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.
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 | $10,803 | $62,928-82.8% | $172,739-93.7% | $67,579-84.0% |
| Participation rate | 76.4% | 64.5%+11.9pp | 82.6%-6.2pp | 71.3%+5.1pp |
| Annual return | 4.30% | 30.36%-26.1pp | 802.84%-798.5pp | 378.56%-374.3pp |
| Employer contribution / active EE | $651 | $1,636-60.2% | $5,143-87.3% | $2,148-69.7% |
| Participant deferral / active EE | $1,025 | $2,145-52.2% | $5,198-80.3% | $3,539-71.0% |
| Admin fee / account holder | $120 | $167-27.8% | $13,954-99.1% | $142-15.4% |