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 ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $33,995 |
AMERICAN REALTY ADVISORS3+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 42-1174407 | Recordkeeping | $19,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,131 | $46,173-36.9% | $170,442-82.9% | $69,631-58.2% |
| Participation rate | 30.8% | 63.9%-33.1pp | 83.6%-52.8pp | 70.7%-39.9pp |
| Annual return | 15.17% | 21.62%-6.4pp | 205.93%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $171 | $1,610-89.4% | $5,433-96.9% | $2,032-91.6% |
| Participant deferral / active EE | $643 | $2,080-69.1% | $4,939-87.0% | $3,224-80.0% |
| Admin fee / account holder | $376 | $116+224.1% | $13,880-97.3% | $110+240.3% |