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 COMPANY3 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVE, PO BOX 747 · DUBUQUE, IA 520040747 | Recordkeeping | $45,282 |
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.
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 | $108,735 | $81,474+33.5% | $133,956-18.8% | $73,488+48.0% |
| Participation rate | 75.2% | 76.4%-1.2pp | 79.8%-4.6pp | 70.7%+4.5pp |
| Annual return | 15.22% | 19.40%-4.2pp | 45.09%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,743 | $2,209-21.1% | $3,919-55.5% | $2,270-23.2% |
| Participant deferral / active EE | $3,464 | $3,786-8.5% | $5,048-31.4% | $3,740-7.4% |
| Admin fee / account holder | $394 | $713-44.8% | $8,927-95.6% | $513-23.3% |