Filed September 1, 2015
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 FINANCIAL BANK2 years Filed as: FIRST FINANCIAL BANK, N.A. Service code 25 ONE FIRST FINANCIAL PLAZA · TERRE HAUTE, IN 47808 | Directed Trustee | $27,337 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,755 | $58,726-30.6% | $92,233-55.8% | $62,292-34.6% |
| Participation rate | 95.4% | 68.3%+27.1pp | 76.5%+18.9pp | 69.5%+25.9pp |
| Annual return | 22.82% | 43.62%-20.8pp | 176.28%-153.5pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,338 | $2,392-44.0% | $3,679-63.6% | $2,042-34.5% |
| Participant deferral / active EE | $7,158 | $2,766+158.8% | $3,897+83.7% | $3,169+125.9% |
| Admin fee / account holder | $5 | $556-99.0% | $5,194-99.9% | $479-98.9% |