Filed September 7, 2004
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 & TRUST1 year Service code 15 · EIN 46-6085363 | Recordkeeping | $5,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,303 | $131,799+2.7% | $200,582-32.5% | $85,563+58.1% |
| Participation rate | 98.1% | 87.9%+10.1pp | 86.9%+11.2pp | 66.0%+32.1pp |
| Annual return | 17.71% | 21.59%-3.9pp | 42.33%-24.6pp | 31.51%-13.8pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,722 | $7,702-12.7% | $9,331-28.0% | $4,375+53.6% |
| Admin fee / account holder | $6 | $235-97.6% | $16,305-100.0% | $834-99.3% |