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 21 1398 CENTRAL AVE. PO 747 · DUBUQUE, IA 520010747 | Bank Trustee | $45,393 |
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 | $31,885 | $56,629-43.7% | $77,999-59.1% | $55,167-42.2% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.5%+23.9pp | 69.0%+30.4pp |
| Annual return | 7.98% | 2866.98%-2859.0pp | 425.96%-418.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,874 | $1,723+8.8% | $2,470-24.1% | $1,963-4.5% |
| Participant deferral / active EE | $2,633 | $2,777-5.2% | $3,497-24.7% | $3,054-13.8% |
| Admin fee / account holder | $233 | $467-50.1% | $5,480-95.8% | $504-53.8% |