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 ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN ST 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $70,854 |
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 | $62,275 | $64,286-3.1% | $106,387-41.5% | $55,725+11.8% |
| Participation rate | 96.4% | 75.2%+21.2pp | 77.5%+19.0pp | 70.9%+25.6pp |
| Annual return | -5.11% | 0.84%-6.0pp | 0.25%-5.4pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,119 | $2,367+31.8% | $3,520-11.4% | $2,078+50.1% |
| Participant deferral / active EE | $4,384 | $4,158+5.4% | $5,421-19.1% | $3,356+30.6% |
| Admin fee / account holder | $218 | $102+113.1% | $7,510-97.1% | $115+89.3% |