Filed June 1, 2017
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 ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $126,577 |
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 | $53,312 | $68,413-22.1% | $123,104-56.7% | $55,191-3.4% |
| Participation rate | 89.1% | 84.5%+4.6pp | 86.8%+2.3pp | 69.2%+20.0pp |
| Annual return | 44.54% | 6.30%+38.2pp | 13.22%+31.3pp | 10.78%+33.8pp |
| Employer contribution / active EE | $1,801 | $3,050-41.0% | $5,151-65.0% | $1,899-5.2% |
| Participant deferral / active EE | $3,678 | $4,490-18.1% | $6,230-41.0% | $3,046+20.7% |
| Admin fee / account holder | $179 | $88+103.6% | $9,015-98.0% | $91+96.9% |