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 BANKS, INC.1+ years Service code 21 · EIN 43-1175538 | Bank Trustee | $29,717 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,056 | $54,320-52.0% | $67,652-61.5% | $52,331-50.2% |
| Participation rate | 74.5% | 73.6%+0.9pp | 75.7%-1.2pp | 68.1%+6.4pp |
| Annual return | 5.92% | 6.81%-0.9pp | 6625.04%-6619.1pp | 4.54%+1.4pp |
| Employer contribution / active EE | $666 | $1,544-56.9% | $2,266-70.6% | $1,882-64.6% |
| Participant deferral / active EE | $2,790 | $2,950-5.4% | $3,560-21.6% | $3,022-7.7% |
| Admin fee / account holder | $145 | $527-72.5% | $4,821-97.0% | $592-75.5% |