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 |
|---|---|---|
Filed as: DUBUQUE BANK AND TRUST COMPANY Service code 15 · EIN 42-0223620 | Recordkeeping | $43,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,804 | $87,733-19.3% | $106,548-33.5% | $85,850-17.5% |
| Participation rate | 86.7% | 71.9%+14.7pp | 76.1%+10.5pp | 69.3%+17.4pp |
| Annual return | 13.59% | 21.86%-8.3pp | 26.80%-13.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,360 | $3,469-32.0% | $4,398-46.3% | $3,952-40.3% |
| Admin fee / account holder | $352 | $6,767-94.8% | $7,407-95.3% | $6,260-94.4% |