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.2+ years Service code 21 · EIN 43-1175538 | Bank Trustee | $33,290 |
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 | $29,636 | $60,165-50.7% | $74,183-60.1% | $55,167-46.3% |
| Participation rate | 79.1% | 74.2%+5.0pp | 76.6%+2.5pp | 69.0%+10.2pp |
| Annual return | 8.99% | 10.00%-1.0pp | 17.74%-8.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $657 | $1,600-58.9% | $2,370-72.3% | $1,963-66.5% |
| Participant deferral / active EE | $3,281 | $2,973+10.4% | $3,550-7.6% | $3,054+7.4% |
| Admin fee / account holder | $152 | $419-63.7% | $5,586-97.3% | $504-69.8% |