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 |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY4 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $72,961 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,714 | $78,419-43.0% | $133,956-66.6% | $73,409-39.1% |
| Participation rate | 86.8% | 78.6%+8.2pp | 79.8%+7.0pp | 72.2%+14.7pp |
| Annual return | 12.97% | 33.35%-20.4pp | 45.09%-32.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $98 | $2,044-95.2% | $3,919-97.5% | $2,234-95.6% |
| Participant deferral / active EE | $3,401 | $3,925-13.4% | $5,048-32.6% | $3,805-10.6% |
| Admin fee / account holder | $257 | $161+59.4% | $8,927-97.1% | $158+62.9% |