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 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $33,772 |
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 | $29,843 | $58,879-49.3% | $178,490-83.3% | $73,488-59.4% |
| Participation rate | 61.6% | 66.2%-4.6pp | 81.9%-20.3pp | 70.7%-9.0pp |
| Annual return | 10.57% | 24.86%-14.3pp | 151.07%-140.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | $811 | $2,236-63.7% | $5,011-83.8% | $2,270-64.3% |
| Participant deferral / active EE | $1,636 | $2,567-36.3% | $5,202-68.5% | $3,740-56.3% |
| Admin fee / account holder | $247 | $400-38.4% | $13,984-98.2% | $513-52.0% |