Filed November 18, 2016
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 8-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 | $28,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,534 | $66,528-31.6% | $86,874-47.6% | $86,799-47.5% |
| Participation rate | 96.4% | 72.4%+24.0pp | 71.6%+24.7pp | 72.3%+24.1pp |
| Annual return | 41.79% | 19.56%+22.2pp | 63.52%-21.7pp | 97.91%-56.1pp |
| Employer contribution / active EE | $1,659 | $2,007-17.3% | $2,495-33.5% | $2,405-31.0% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $3,699-100.0% | $4,131-100.0% |
| Admin fee / account holder | $89 | $148-39.7% | $5,828-98.5% | $170-47.3% |