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 COMPANY2+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $23,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $18,458 | $43,423-57.5% | $78,689-76.5% | $55,167-66.5% |
| Participation rate | 68.6% | 68.0%+0.5pp | 73.6%-5.0pp | 69.0%-0.4pp |
| Annual return | 6.50% | 11.53%-5.0pp | 62.18%-55.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $712 | $1,997-64.3% | $2,851-75.0% | $1,963-63.7% |
| Participant deferral / active EE | $737 | $2,509-70.6% | $3,517-79.0% | $3,054-75.9% |
| Admin fee / account holder | $179 | $416-57.1% | $4,510-96.0% | $504-64.6% |