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 | $34,485 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,993 | $122,239+67.7% | $184,203+11.3% | $74,495+175.2% |
| Participation rate | 97.7% | 85.5%+12.3pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 13.99% | 19.95%-6.0pp | 28.81%-14.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,579 | $4,537-21.1% | $6,427-44.3% | $2,623+36.5% |
| Participant deferral / active EE | $6,370 | $7,139-10.8% | $9,131-30.2% | $4,346+46.6% |
| Admin fee / account holder | $173 | $1,260-86.2% | $13,901-98.8% | $1,942-91.1% |