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 COMPANY6 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVE, PO BOX 747 · DUBUQUE, IA 520040747 | Recordkeeping | $48,484 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,169 | $82,978+8.7% | $129,995-30.6% | $71,457+26.2% |
| Participation rate | 70.8% | 74.1%-3.2pp | 78.5%-7.7pp | 67.9%+2.9pp |
| Annual return | 15.10% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,018 | $2,622-23.0% | $4,320-53.3% | $2,588-22.0% |
| Participant deferral / active EE | $4,095 | $4,432-7.6% | $5,820-29.6% | $4,289-4.5% |
| Admin fee / account holder | $382 | $1,729-77.9% | $10,614-96.4% | $1,587-75.9% |