Filed April 17, 2019
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 |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2 years Service code 15 · EIN 42-0223620 | Recordkeeping | $38,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,024 | $51,197-12.1% | $82,719-45.6% | $66,914-32.7% |
| Participation rate | 95.0% | 67.8%+27.2pp | 72.6%+22.4pp | 69.8%+25.2pp |
| Annual return | -18.10% | -9.64%-8.5pp | 701.18%-719.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $4,941 | $2,611+89.3% | $3,009+64.2% | $2,544+94.2% |
| Participant deferral / active EE | $4,907 | $3,458+41.9% | $4,395+11.6% | $4,237+15.8% |
| Admin fee / account holder | $244 | $416-41.3% | $5,329-95.4% | $593-58.9% |