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 CO Service code 21 · EIN 56-0223230 | Bank Trustee | $33,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,958 | $102,553+43.3% | $151,611-3.1% | $66,914+119.6% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -13.27% | -10.82%-2.4pp | 3.33%-16.6pp | 1.58%-14.9pp |
| Employer contribution / active EE | $3,222 | $4,180-22.9% | $6,166-47.7% | $2,544+26.6% |
| Participant deferral / active EE | $5,795 | $6,641-12.7% | $8,363-30.7% | $4,237+36.8% |
| Admin fee / account holder | $147 | $630-76.6% | $11,616-98.7% | $593-75.2% |