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 RETIREMENT Service code 15 855 MAIN ST 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $73,898 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,681 | $75,419-8.9% | $392,568-82.5% | $67,579+1.6% |
| Participation rate | 87.3% | 74.8%+12.4pp | 78.1%+9.2pp | 71.3%+16.0pp |
| Annual return | 21.30% | 36.70%-15.4pp | 24.42%-3.1pp | 378.56%-357.3pp |
| Employer contribution / active EE | $3,195 | $2,636+21.2% | $3,783-15.6% | $2,148+48.8% |
| Participant deferral / active EE | $4,330 | $4,347-0.4% | $5,985-27.7% | $3,539+22.3% |
| Admin fee / account holder | $227 | $114+99.8% | $6,260-96.4% | $142+59.8% |