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 COMPANY3 years Service code 15 · EIN 42-0223620 | Recordkeeping | $33,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,277 | $58,264+5.2% | $86,612-29.3% | $71,457-14.2% |
| Participation rate | 95.5% | 65.0%+30.5pp | 71.7%+23.8pp | 67.9%+27.5pp |
| Annual return | 21.16% | 21.63%-0.5pp | 591.07%-569.9pp | 28.85%-7.7pp |
| Employer contribution / active EE | $5,137 | $2,574+99.6% | $3,022+70.0% | $2,588+98.5% |
| Participant deferral / active EE | $5,112 | $3,436+48.8% | $4,438+15.2% | $4,289+19.2% |
| Admin fee / account holder | $233 | $1,057-78.0% | $5,614-95.9% | $1,587-85.4% |