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 COMPANY3+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $6,901 |
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 | $19,403 | $50,637-61.7% | $86,590-77.6% | $62,292-68.9% |
| Participation rate | 72.8% | 67.9%+4.9pp | 73.5%-0.7pp | 69.5%+3.3pp |
| Annual return | 12.99% | 20.80%-7.8pp | 964.84%-951.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $813 | $2,075-60.8% | $2,839-71.4% | $2,042-60.2% |
| Participant deferral / active EE | $871 | $2,611-66.6% | $3,609-75.9% | $3,169-72.5% |
| Admin fee / account holder | $46 | $413-88.9% | $4,906-99.1% | $479-90.4% |