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 RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $79,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,333 | $50,464+162.2% | $75,781+74.6% | $52,331+152.9% |
| Participation rate | 72.1% | 66.8%+5.4pp | 75.8%-3.7pp | 68.1%+4.0pp |
| Annual return | -1.73% | 1.03%-2.8pp | 9.68%-11.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,180 | $1,988-40.6% | $3,323-64.5% | $1,882-37.3% |
| Participant deferral / active EE | $4,927 | $2,570+91.7% | $3,651+34.9% | $3,022+63.0% |
| Admin fee / account holder | $688 | $1,103-37.6% | $5,299-87.0% | $592+16.3% |