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 & TRUST5 years Service code 15 · EIN 46-6085363 | Recordkeeping | $32,060 |
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 | $40,850 | $65,061-37.2% | $143,757-71.6% | $66,914-39.0% |
| Participation rate | 63.8% | 65.2%-1.4pp | 80.3%-16.5pp | 69.8%-6.0pp |
| Annual return | -16.54% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $609 | $2,361-74.2% | $4,951-87.7% | $2,544-76.0% |
| Participant deferral / active EE | $2,293 | $2,919-21.4% | $5,637-59.3% | $4,237-45.9% |
| Admin fee / account holder | $179 | $502-64.3% | $14,673-98.8% | $593-69.8% |