Filed May 20, 2012
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 · EIN 83-3455979 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $26,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,840 | $56,485-59.6% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 99.3% | 65.5%+33.8pp | 81.7%+17.6pp | 72.3%+27.0pp |
| Annual return | 30.02% | 118.04%-88.0pp | 122.05%-92.0pp | 97.91%-67.9pp |
| Employer contribution / active EE | $894 | $1,843-51.5% | $5,167-82.7% | $2,405-62.8% |
| Participant deferral / active EE | $2,644 | $2,553+3.6% | $5,568-52.5% | $4,131-36.0% |
| Admin fee / account holder | $64 | $150-57.2% | $16,237-99.6% | $170-62.2% |