Filed September 5, 2000
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 |
|---|---|---|
FIRST BANK & TRUST4 years Service code 15 · EIN 46-6085363 | Recordkeeping | $32,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,972 | $61,156-24.8% | $185,823-75.3% | $79,386-42.1% |
| Participation rate | 63.9% | 66.6%-2.7pp | 81.7%-17.8pp | 70.7%-6.8pp |
| Annual return | 12.66% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $534 | $2,321-77.0% | $5,167-89.7% | $2,427-78.0% |
| Participant deferral / active EE | $2,023 | $2,789-27.4% | $5,568-63.7% | $4,046-50.0% |
| Admin fee / account holder | $178 | $710-74.9% | $16,237-98.9% | $626-71.6% |