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 & TRUST6+ years Service code 26 · EIN 46-6085363 | Advisory (Participants) | $21,281 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,744 | $70,908-63.7% | $98,907-74.0% | $73,488-65.0% |
| Participation rate | 70.1% | 73.8%-3.7pp | 76.0%-5.9pp | 70.7%-0.6pp |
| Annual return | 14.19% | 34.17%-20.0pp | 196.43%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,775 | $3,500-49.3% | $4,244-58.2% | $3,740-52.5% |
| Admin fee / account holder | $113 | $535-79.0% | $6,642-98.3% | $513-78.1% |