Filed October 11, 1
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 |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $71,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,561 | $57,921-7.5% | $84,750-36.8% | $57,658-7.1% |
| Participation rate | 46.4% | 72.9%-26.5pp | 76.6%-30.2pp | 70.2%-23.8pp |
| Annual return | 8.74% | 10.24%-1.5pp | 22.78%-14.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $786 | $2,598-69.8% | $3,574-78.0% | $1,974-60.2% |
| Participant deferral / active EE | $1,591 | $2,742-42.0% | $3,712-57.1% | $3,061-48.0% |
| Admin fee / account holder | $274 | $130+111.1% | $5,332-94.9% | $95+189.6% |