Filed June 7, 2016
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 26 · EIN 46-6085363 | Advisory (Participants) | $21,365 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,274 | $66,310-55.9% | $93,606-68.7% | $65,185-55.1% |
| Participation rate | 71.8% | 74.0%-2.2pp | 75.8%-4.0pp | 70.2%+1.6pp |
| Annual return | 23.58% | 42.58%-19.0pp | 32.76%-9.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,666 | $3,342-50.1% | $4,069-59.1% | $3,514-52.6% |
| Admin fee / account holder | $110 | $6,897-98.4% | $7,888-98.6% | $847-87.1% |