Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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 |
|---|---|---|
Filed as: FIRST-CITIZENS BANK & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $37,385 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $167,695 | $136,307+23.0% | $177,821-5.7% | $73,488+128.2% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.7%+11.2pp | 70.7%+28.3pp |
| Annual return | 13.99% | 18.68%-4.7pp | 48.32%-34.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,994 | $3,712-19.4% | $5,918-49.4% | $2,270+31.9% |
| Participant deferral / active EE | $5,349 | $5,829-8.2% | $7,714-30.7% | $3,740+43.1% |
| Admin fee / account holder | $154 | $596-74.1% | $12,427-98.8% | $513-69.9% |