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 & TRUST3 years Service code 15 · EIN 46-6085363 | Recordkeeping | $45,529 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLEY, LLP Service code 10 · EIN 45-0250958 | Accounting | $12,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,858 | $69,823-15.7% | $77,163-23.7% | $74,419-20.9% |
| Participation rate | 99.1% | 70.0%+29.1pp | 69.6%+29.5pp | 70.7%+28.4pp |
| Annual return | 14.72% | 19.98%-5.3pp | 37.87%-23.2pp | 34.38%-19.7pp |
| Employer contribution / active EE | $4,930 | $2,150+129.3% | $2,535+94.5% | $2,637+86.9% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,528-100.0% |
| Admin fee / account holder | $163 | $398-59.0% | $5,472-97.0% | $348-53.1% |