Filed July 4, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $30,383 |
AMERICAN REALTY ADVISORS1+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 42-1174407 | Recordkeeping | $17,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,494 | $37,117-47.5% | $147,614-86.8% | $55,191-64.7% |
| Participation rate | 48.7% | 63.6%-14.9pp | 84.6%-35.9pp | 69.2%-20.4pp |
| Annual return | 1.54% | 3.44%-1.9pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $234 | $1,620-85.6% | $5,564-95.8% | $1,899-87.7% |
| Participant deferral / active EE | $917 | $1,985-53.8% | $4,895-81.3% | $3,046-69.9% |
| Admin fee / account holder | $263 | $86+207.9% | $11,611-97.7% | $91+190.2% |