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 COMPANY5 years Service code 15 · EIN 42-0223620 | Recordkeeping | $38,944 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY Service code 15 · EIN 45-0250958 | Recordkeeping | $10,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,658 | $37,393+246.7% | $77,024+68.3% | $66,914+93.8% |
| Participation rate | 19.2% | 52.9%-33.7pp | 67.9%-48.7pp | 69.8%-50.6pp |
| Annual return | -19.07% | -3.29%-15.8pp | 42.32%-61.4pp | 1.58%-20.7pp |
| Employer contribution / active EE | $604 | $1,531-60.5% | $2,812-78.5% | $2,544-76.3% |
| Participant deferral / active EE | $1,344 | $2,617-48.7% | $4,426-69.6% | $4,237-68.3% |
| Admin fee / account holder | $1,338 | $567+136.1% | $5,425-75.3% | $593+125.6% |