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 9-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 |
|---|---|---|
Filed as: AT RETIREMENT SERVICES Service code 15 · EIN 83-3455979 855 MAIN ST. · DUBUQUE, IA 52001 | Recordkeeping | $17,009 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 | Recordkeeping | $15,396 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,608 | $82,202-64.0% | $125,339-76.4% | $64,808-54.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 82.4%-7.4pp | 71.5%+3.5pp |
| Annual return | 3.88% | 3.48%+0.4pp | 572.05%-568.2pp | 32.82%-28.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,031 | $7,175+39.8% | $7,446+34.7% | $4,310+132.7% |
| Admin fee / account holder | $85 | $163-48.0% | $10,010-99.2% | $188-54.8% |