See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Custodia... | $9,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,629 | $95,274-57.4% | $135,903-70.1% | $74,419-45.4% |
| Participation rate | 97.4% | 78.2%+19.2pp | 81.9%+15.5pp | 70.7%+26.6pp |
| Annual return | 27.16% | 32.77%-5.6pp | 68.23%-41.1pp | 34.38%-7.2pp |
| Employer contribution / active EE | $2,643 | $3,874-31.8% | $4,856-45.6% | $2,637+0.2% |
| Participant deferral / active EE | $15,340 | $7,782+97.1% | $7,758+97.7% | $4,528+238.8% |
| Admin fee / account holder | $15 | $266-94.2% | $10,762-99.9% | $348-95.6% |