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 ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $67,911 |
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 | $66,806 | $64,954+2.9% | $115,752-42.3% | $62,292+7.2% |
| Participation rate | 97.9% | 73.0%+24.9pp | 77.8%+20.2pp | 69.5%+28.4pp |
| Annual return | 14.48% | 24.87%-10.4pp | 19.41%-4.9pp | 28.90%-14.4pp |
| Employer contribution / active EE | $3,064 | $2,344+30.8% | $3,492-12.2% | $2,042+50.1% |
| Participant deferral / active EE | $4,120 | $3,665+12.4% | $5,204-20.8% | $3,169+30.0% |
| Admin fee / account holder | $213 | $414-48.5% | $6,278-96.6% | $479-55.6% |