Filed May 10, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
US BANK1 year Filed as: COMMUNITY TRUST BANCORP Service code 21 · EIN 61-1251178 | Bank Trustee | $32,266 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,123 | $50,956+149.5% | $96,562+31.6% | $86,799+46.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 36.76% | 21.27%+15.5pp | 37.78%-1.0pp | 97.91%-61.2pp |
| Employer contribution / active EE | $14,815 | $1,111+1233.8% | $2,356+528.7% | $2,405+515.9% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $78 | $166-53.0% | $6,181-98.7% | $170-54.0% |