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 ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $94,206 |
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 | $63,814 | $81,537-21.7% | $149,718-57.4% | $69,631-8.4% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.1%+3.4pp | 70.7%+19.8pp |
| Annual return | 15.57% | 22.79%-7.2pp | 1501.63%-1486.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,158 | $3,239-33.4% | $5,445-60.4% | $2,032+6.2% |
| Participant deferral / active EE | $4,443 | $4,994-11.0% | $6,569-32.4% | $3,224+37.8% |
| Admin fee / account holder | $136 | $107+26.8% | $11,283-98.8% | $110+22.7% |