Filed November 9, 2005
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 ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $41,040 |
US BANK3+ years Filed as: HOMETOWN BANCORP, LTD Service code 16 · EIN 39-1895285 | Consulting | $9,473 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,901 | $66,180-23.1% | $118,746-57.1% | $62,292-18.3% |
| Participation rate | 84.9% | 71.3%+13.6pp | 78.3%+6.6pp | 69.5%+15.4pp |
| Annual return | 12.09% | 60.89%-48.8pp | 24.54%-12.4pp | 28.90%-16.8pp |
| Employer contribution / active EE | $912 | $3,183-71.3% | $4,193-78.2% | $2,042-55.3% |
| Participant deferral / active EE | $2,424 | $4,247-42.9% | $5,332-54.5% | $3,169-23.5% |
| Admin fee / account holder | $302 | $753-59.9% | $10,720-97.2% | $479-36.9% |