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 & TRUST6 years Service code 15 · EIN 46-6085363 | Recordkeeping | $34,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,610 | $61,272-17.4% | $149,673-66.2% | $71,457-29.2% |
| Participation rate | 60.7% | 62.5%-1.8pp | 78.8%-18.1pp | 67.9%-7.2pp |
| Annual return | 17.26% | 35.85%-18.6pp | 134.42%-117.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $566 | $2,378-76.2% | $4,818-88.2% | $2,588-78.1% |
| Participant deferral / active EE | $2,369 | $2,917-18.8% | $5,680-58.3% | $4,289-44.8% |
| Admin fee / account holder | $206 | $1,261-83.7% | $13,210-98.4% | $1,587-87.0% |