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 |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVE, PO BOX 747 · DUBUQUE, IA 520040747 | Recordkeeping | $42,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,388 | $86,332+20.9% | $125,175-16.6% | $65,185+60.1% |
| Participation rate | 71.4% | 75.3%-3.9pp | 79.8%-8.4pp | 70.2%+1.2pp |
| Annual return | 21.39% | 27.43%-6.0pp | 43.79%-22.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,652 | $2,040-19.0% | $3,865-57.3% | $2,177-24.1% |
| Participant deferral / active EE | $3,232 | $3,537-8.6% | $4,937-34.5% | $3,514-8.0% |
| Admin fee / account holder | $419 | $609-31.2% | $9,702-95.7% | $847-50.5% |