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 & TRUST7 years Service code 15 · EIN 46-6085363 | Recordkeeping | $39,927 |
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 | $53,846 | $55,415-2.8% | $155,509-65.4% | $74,495-27.7% |
| Participation rate | 63.2% | 61.9%+1.3pp | 78.2%-15.0pp | 67.2%-4.0pp |
| Annual return | 11.43% | 268.50%-257.1pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $645 | $2,267-71.5% | $4,672-86.2% | $2,623-75.4% |
| Participant deferral / active EE | $2,492 | $2,836-12.1% | $5,626-55.7% | $4,346-42.6% |
| Admin fee / account holder | $223 | $1,738-87.2% | $15,912-98.6% | $1,942-88.5% |