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 | $91,670 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,927 | $81,537-2.0% | $149,718-46.6% | $69,631+14.8% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.1%+10.5pp | 70.7%+26.9pp |
| Annual return | 17.30% | 22.79%-5.5pp | 1501.63%-1484.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $5,561 | $3,239+71.7% | $5,445+2.1% | $2,032+173.7% |
| Participant deferral / active EE | $5,110 | $4,994+2.3% | $6,569-22.2% | $3,224+58.5% |
| Admin fee / account holder | $190 | $107+77.6% | $11,283-98.3% | $110+71.9% |