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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 COMPANY3+ years Service code 15 · EIN 42-0223620 1398 CENTRAL AVENUE · DUBUQUE, IA 520040747 | Recordkeeping | $87,963 |
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 | $35,232 | $35,955-2.0% | $78,210-55.0% | $69,631-49.4% |
| Participation rate | 64.7% | 67.2%-2.4pp | 68.7%-4.0pp | 70.7%-6.0pp |
| Annual return | 17.18% | 16.42%+0.8pp | 40.90%-23.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $320 | $1,244-74.3% | $2,034-84.3% | $2,032-84.3% |
| Participant deferral / active EE | $1,560 | $2,107-26.0% | $2,823-44.7% | $3,224-51.6% |
| Admin fee / account holder | $222 | $86+158.6% | $3,758-94.1% | $110+101.3% |