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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBQUUE, ID 520040938 | Recordkeeping | $34,593 |
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.
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 | $47,903 | $58,828-18.6% | $77,999-38.6% | $62,891-23.8% |
| Participation rate | 78.3% | 71.1%+7.2pp | 75.5%+2.7pp | 69.3%+9.0pp |
| Annual return | 4.21% | 17.16%-12.9pp | 425.96%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,235 | $1,672-26.1% | $2,470-50.0% | $2,281-45.8% |
| Participant deferral / active EE | $2,446 | $2,686-8.9% | $3,497-30.0% | $3,203-23.6% |
| Admin fee / account holder | $357 | $4,393-91.9% | $5,480-93.5% | $4,296-91.7% |