Filed October 18, 2004
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 | $34,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,746 | $46,360-42.3% | $147,614-81.9% | $52,331-48.9% |
| Participation rate | 49.7% | 64.9%-15.3pp | 84.6%-35.0pp | 68.1%-18.4pp |
| Annual return | -2.03% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.6pp |
| Employer contribution / active EE | $560 | $2,126-73.7% | $5,564-89.9% | $1,882-70.2% |
| Participant deferral / active EE | $1,024 | $2,258-54.7% | $4,895-79.1% | $3,022-66.1% |
| Admin fee / account holder | $355 | $766-53.7% | $11,611-96.9% | $592-40.0% |