See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY8 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVE, PO BOX 747 · DUBUQUE, IA 520040747 | Recordkeeping | $52,120 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $9,319 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,631 | $96,484-15.4% | $156,263-47.8% | $74,304+9.9% |
| Participation rate | 76.6% | 67.7%+8.9pp | 78.9%-2.3pp | 60.3%+16.2pp |
| Annual return | 15.41% | 17.73%-2.3pp | 59.47%-44.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,358 | $2,528-6.7% | $4,333-45.6% | $2,241+5.2% |
| Participant deferral / active EE | $4,293 | $4,286+0.2% | $6,158-30.3% | $3,767+14.0% |
| Admin fee / account holder | $391 | $3,728-89.5% | $14,255-97.3% | $2,969-86.8% |