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 | $42,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,389 | $121,341+46.2% | $189,513-6.4% | $79,386+123.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.08% | 21.08%-7.0pp | 555.15%-541.1pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,086 | $3,915-21.2% | $6,162-49.9% | $2,427+27.1% |
| Participant deferral / active EE | $5,624 | $6,395-12.1% | $8,221-31.6% | $4,046+39.0% |
| Admin fee / account holder | $178 | $651-72.6% | $12,045-98.5% | $626-71.6% |