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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $22,027 |
Annual investment return 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 | $24,970 | $47,126-47.0% | $149,673-83.3% | $74,419-66.4% |
| Participation rate | 96.8% | 63.4%+33.4pp | 78.8%+18.0pp | 70.7%+26.1pp |
| Annual return | 10.98% | 22.75%-11.8pp | 134.42%-123.4pp | 34.38%-23.4pp |
| Employer contribution / active EE | $1,016 | $1,905-46.7% | $4,818-78.9% | $2,637-61.5% |
| Participant deferral / active EE | $3,077 | $2,728+12.8% | $5,680-45.8% | $4,528-32.0% |
| Admin fee / account holder | $59 | $343-82.8% | $13,210-99.6% | $348-83.0% |