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 COMPANY Service code 15 855 MAIN ST 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $69,209 |
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 | $67,085 | $73,823-9.1% | $379,746-82.3% | $73,488-8.7% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.4%+19.3pp | 70.7%+27.0pp |
| Annual return | 11.88% | 29.06%-17.2pp | 34.90%-23.0pp | 28.51%-16.6pp |
| Employer contribution / active EE | $4,584 | $2,472+85.4% | $3,540+29.5% | $2,270+101.9% |
| Participant deferral / active EE | $6,619 | $4,038+63.9% | $6,024+9.9% | $3,740+77.0% |
| Admin fee / account holder | $203 | $607-66.6% | $7,927-97.4% | $513-60.4% |