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 ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $28,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,306 | $55,453-41.7% | $170,442-81.0% | $62,292-48.1% |
| Participation rate | 49.4% | 66.4%-17.0pp | 83.6%-34.2pp | 69.5%-20.1pp |
| Annual return | 14.03% | 21.38%-7.3pp | 205.93%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $629 | $2,164-70.9% | $5,433-88.4% | $2,042-69.2% |
| Participant deferral / active EE | $1,135 | $2,303-50.7% | $4,939-77.0% | $3,169-64.2% |
| Admin fee / account holder | $293 | $455-35.5% | $13,880-97.9% | $479-38.8% |