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 | $30,824 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,180 | $130,194+34.6% | $169,993+3.1% | $71,457+145.2% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 14.71% | 20.37%-5.7pp | 53.37%-38.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $3,315 | $4,381-24.3% | $6,785-51.1% | $2,588+28.1% |
| Participant deferral / active EE | $6,167 | $6,923-10.9% | $10,408-40.7% | $4,289+43.8% |
| Admin fee / account holder | $145 | $966-85.0% | $12,815-98.9% | $1,587-90.9% |