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 Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $52,879 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,223 | $62,267-40.2% | $110,238-66.2% | $55,725-33.2% |
| Participation rate | 90.4% | 78.1%+12.3pp | 79.8%+10.6pp | 70.9%+19.5pp |
| Annual return | 47.91% | -1.07%+49.0pp | 314.74%-266.8pp | 244.93%-197.0pp |
| Employer contribution / active EE | $1,323 | $1,941-31.8% | $3,826-65.4% | $2,078-36.3% |
| Participant deferral / active EE | $2,713 | $3,516-22.8% | $4,672-41.9% | $3,356-19.1% |
| Admin fee / account holder | $182 | $121+50.3% | $8,547-97.9% | $115+57.8% |