Filed January 6, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $77,170 |
EIDE BAILLY LLP2+ years Filed as: EIDE BAILLY, LLP Service code 10 5601 GREEN VALLEY DRIVE · MINNEAPOLIS, MN 554371145 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,198 | $65,820+6.7% | $108,745-35.4% | $57,658+21.7% |
| Participation rate | 88.9% | 72.7%+16.2pp | 77.7%+11.2pp | 70.2%+18.7pp |
| Annual return | 4.28% | 21.32%-17.0pp | 46.22%-41.9pp | 5.13%-0.9pp |
| Employer contribution / active EE | $2,399 | $2,285+5.0% | $3,323-27.8% | $1,974+21.5% |
| Participant deferral / active EE | $3,168 | $3,578-11.5% | $5,121-38.1% | $3,061+3.5% |
| Admin fee / account holder | $326 | $91+257.5% | $6,144-94.7% | $95+244.7% |