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 BANK2 years Filed as: COMMUNITY TRUST BANCORP Service code 21 · EIN 61-1251178 | Bank Trustee | $53,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,798 | $42,353+286.7% | $79,550+105.9% | $64,808+152.7% |
| Participation rate | 99.5% | 64.8%+34.7pp | 69.5%+30.0pp | 71.5%+28.0pp |
| Annual return | 41.49% | -12.24%+53.7pp | 0.16%+41.3pp | 32.82%+8.7pp |
| Employer contribution / active EE | $11,214 | $1,181+850.0% | $2,413+364.7% | $2,506+347.5% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $109 | $160-31.4% | $6,832-98.4% | $188-41.7% |