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 9-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 AND TRUST Service code 27 · EIN 56-0223230 | Advisory (Plan) | $28,045 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,077 |
Service code 49 · EIN 26-1233837 | Other Services | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,691 | $65,322-22.4% | $70,449-28.0% | $73,488-31.0% |
| Participation rate | 21.6% | 77.0%-55.3pp | 75.1%-53.4pp | 70.7%-49.1pp |
| Annual return | 12.05% | 15.71%-3.7pp | 109.03%-97.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,425 | $2,460-1.4% | $2,737-11.4% | $2,270+6.8% |
| Participant deferral / active EE | $3,808 | $3,375+12.8% | $3,709+2.7% | $3,740+1.8% |
| Admin fee / account holder | $180 | $214-16.0% | $3,845-95.3% | $513-65.0% |