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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 COMPANY5+ years Service code 15 · EIN 42-0223620 1398 CENTRAL AVENUE · DUBUQUE, IA 520040747 | Recordkeeping | $93,147 |
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 | $32,256 | $33,826-4.6% | $88,538-63.6% | $67,579-52.3% |
| Participation rate | 63.9% | 64.6%-0.7pp | 68.7%-4.8pp | 71.3%-7.4pp |
| Annual return | 25.46% | 68.24%-42.8pp | 43.64%-18.2pp | 378.56%-353.1pp |
| Employer contribution / active EE | $333 | $1,232-73.0% | $2,098-84.1% | $2,148-84.5% |
| Participant deferral / active EE | $1,573 | $2,089-24.7% | $2,914-46.0% | $3,539-55.5% |
| Admin fee / account holder | $197 | $134+47.5% | $4,310-95.4% | $142+38.6% |