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 & TRUST4 years Service code 15 · EIN 46-6085363 | Recordkeeping | $54,296 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLEY, LLP Service code 10 · EIN 45-0250958 | Accounting | $14,496 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,669 | $66,457-19.2% | $81,382-34.1% | $77,643-30.9% |
| Participation rate | 99.5% | 68.7%+30.8pp | 69.5%+30.0pp | 70.6%+28.9pp |
| Annual return | 10.46% | 15.93%-5.5pp | 24.73%-14.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $2,767 | $2,159+28.1% | $2,463+12.4% | $2,726+1.5% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $161 | $583-72.4% | $5,768-97.2% | $430-62.7% |