Filed November 26, 2008
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 & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $65,055 |
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 | $61,642 | $56,171+9.7% | $108,745-43.3% | $55,167+11.7% |
| Participation rate | 97.1% | 70.7%+26.4pp | 77.7%+19.4pp | 69.0%+28.1pp |
| Annual return | 4.82% | 214.86%-210.0pp | 46.22%-41.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,917 | $2,153+35.5% | $3,323-12.2% | $1,963+48.7% |
| Participant deferral / active EE | $4,128 | $3,437+20.1% | $5,121-19.4% | $3,054+35.2% |
| Admin fee / account holder | $207 | $302-31.5% | $6,144-96.6% | $504-59.0% |