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 COMPANY6+ years Service code 15 · EIN 42-0223620 1398 CENTRAL AVENUE · DUBUQUE, IA 520040747 | Recordkeeping | $91,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,391 | $35,123+12.1% | $93,406-57.8% | $73,409-46.3% |
| Participation rate | 58.4% | 68.3%-9.8pp | 66.8%-8.4pp | 72.2%-13.7pp |
| Annual return | 16.58% | 18.89%-2.3pp | 78.05%-61.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $377 | $1,247-69.8% | $2,075-81.8% | $2,234-83.1% |
| Participant deferral / active EE | $1,753 | $2,249-22.0% | $3,126-43.9% | $3,805-53.9% |
| Admin fee / account holder | $193 | $108+78.4% | $5,230-96.3% | $158+22.2% |