Filed November 3, 2013
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 ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $50,368 |
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 | $49,823 | $50,982-2.3% | $154,803-67.8% | $85,563-41.8% |
| Participation rate | 96.5% | 59.8%+36.7pp | 78.1%+18.4pp | 66.0%+30.5pp |
| Annual return | 12.53% | 30.35%-17.8pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $4,592 | $1,708+168.8% | $4,305+6.7% | $2,654+73.0% |
| Participant deferral / active EE | $2,033 | $2,474-17.8% | $5,540-63.3% | $4,375-53.5% |
| Admin fee / account holder | $157 | $846-81.5% | $14,329-98.9% | $834-81.2% |