Filed March 3, 2023 (most recent of 2 filings on file)
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 ADVISORS6 years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 520040938 | Recordkeeping | $68,806 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,197 | $91,760+7.0% | $156,181-37.1% | $67,986+44.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 12.02% | 18.14%-6.1pp | 64.87%-52.9pp | 31.67%-19.6pp |
| Employer contribution / active EE | $5,528 | $2,419+128.5% | $4,294+28.7% | $2,019+173.8% |
| Participant deferral / active EE | $4,987 | $3,960+25.9% | $6,132-18.7% | $3,358+48.5% |
| Admin fee / account holder | $235 | $3,949-94.1% | $14,586-98.4% | $3,203-92.7% |