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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.
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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 1398 CENTRAL AVENUE · DUBUQUE, IA 520040747 | Recordkeeping | $80,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,303 | $32,085-5.6% | $40,145,923-99.9% | $57,658-47.4% |
| Participation rate | 66.7% | 66.0%+0.7pp | 68.4%-1.7pp | 70.2%-3.6pp |
| Annual return | 11.95% | 9.60%+2.3pp | 5.24%+6.7pp | 5.13%+6.8pp |
| Employer contribution / active EE | $298 | $1,179-74.7% | $1,844-83.8% | $1,974-84.9% |
| Participant deferral / active EE | $1,483 | $1,957-24.2% | $2,591-42.8% | $3,061-51.5% |
| Admin fee / account holder | $206 | $75+174.4% | $2,903-92.9% | $95+118.0% |