See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY1+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $24,794 |
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 | $17,445 | $41,854-58.3% | $73,843-76.4% | $52,331-66.7% |
| Participation rate | 77.7% | 66.2%+11.5pp | 73.4%+4.3pp | 68.1%+9.6pp |
| Annual return | 2.39% | 2.11%+0.3pp | 2267.84%-2265.4pp | 4.54%-2.1pp |
| Employer contribution / active EE | $665 | $1,920-65.4% | $2,787-76.1% | $1,882-64.6% |
| Participant deferral / active EE | $796 | $2,498-68.2% | $3,583-77.8% | $3,022-73.7% |
| Admin fee / account holder | $176 | $493-64.3% | $4,880-96.4% | $592-70.3% |