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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $31,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,012 | $50,815-35.0% | $155,509-78.8% | $77,643-57.5% |
| Participation rate | 92.0% | 63.1%+28.8pp | 78.2%+13.8pp | 70.6%+21.4pp |
| Annual return | 14.59% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $961 | $1,993-51.8% | $4,672-79.4% | $2,726-64.8% |
| Participant deferral / active EE | $3,157 | $2,822+11.9% | $5,626-43.9% | $4,647-32.1% |
| Admin fee / account holder | $94 | $437-78.6% | $15,912-99.4% | $430-78.3% |