Filed February 21, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $123,637 |
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 | $10,858 | $45,382-76.1% | $154,107-93.0% | $75,289-85.6% |
| Participation rate | 98.1% | 65.9%+32.2pp | 83.0%+15.1pp | 72.4%+25.7pp |
| Annual return | -5.43% | -0.47%-5.0pp | 735.12%-740.5pp | -0.04%-5.4pp |
| Employer contribution / active EE | $751 | $1,533-51.0% | $5,298-85.8% | $2,405-68.8% |
| Participant deferral / active EE | $1,644 | $2,384-31.1% | $5,081-67.6% | $3,739-56.0% |
| Admin fee / account holder | $78 | $89-13.0% | $13,411-99.4% | $102-24.1% |