Filed November 2, 2011
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 Service code 15 895 MAIN STREET · DUBUQUE, IA 52004 | Recordkeeping | $3,657 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $878 |
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 | $64,340 | $56,629+13.6% | $77,999-17.5% | $55,167+16.6% |
| Participation rate | 86.6% | 73.3%+13.3pp | 75.5%+11.1pp | 69.0%+17.6pp |
| Annual return | 10.92% | 2866.98%-2856.1pp | 425.96%-415.0pp | 169.23%-158.3pp |
| Employer contribution / active EE | $948 | $1,723-45.0% | $2,470-61.6% | $1,963-51.7% |
| Participant deferral / active EE | $2,879 | $2,777+3.7% | $3,497-17.7% | $3,054-5.7% |
| Admin fee / account holder | $23 | $467-95.0% | $5,480-99.6% | $504-95.4% |