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 |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $19,247 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,618 | $55,453-75.4% | $170,442-92.0% | $62,292-78.1% |
| Participation rate | 76.2% | 66.4%+9.9pp | 83.6%-7.4pp | 69.5%+6.7pp |
| Annual return | 27.95% | 21.38%+6.6pp | 205.93%-178.0pp | 28.90%-0.9pp |
| Employer contribution / active EE | $847 | $2,164-60.8% | $5,433-84.4% | $2,042-58.5% |
| Participant deferral / active EE | $1,338 | $2,303-41.9% | $4,939-72.9% | $3,169-57.8% |
| Admin fee / account holder | $124 | $455-72.7% | $13,880-99.1% | $479-74.1% |