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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $27,889 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,818 | $46,292-52.9% | $143,757-84.8% | $64,808-66.3% |
| Participation rate | 97.4% | 64.2%+33.2pp | 80.3%+17.1pp | 71.5%+25.9pp |
| Annual return | -13.09% | -10.05%-3.0pp | -0.04%-13.1pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1 | $1,910-99.9% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,942 | $2,646+11.2% | $5,637-47.8% | $4,310-31.8% |
| Admin fee / account holder | $73 | $154-52.8% | $14,673-99.5% | $188-61.3% |