Filed September 29, 2012
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 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.
| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1+ years Filed as: ARGENT TRUST Service code 24 · EIN 62-1437218 | Discretionary Trustee | $25,196 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,981 | $56,102-51.9% | $101,794-73.5% | $102,872-73.8% |
| Participation rate | 94.4% | 70.4%+24.0pp | 69.2%+25.2pp | 73.0%+21.3pp |
| Annual return | -13.60% | 14.06%-27.7pp | 30.53%-44.1pp | 19.06%-32.7pp |
| Employer contribution / active EE | $12,364 | $1,380+795.9% | $2,289+440.2% | $3,526+250.6% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $7 | $262-97.4% | $8,777-99.9% | $292-97.6% |