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 BANK3 years Filed as: COMMUNITY TRUST BANCORP Service code 21 · EIN 61-1251178 | Bank Trustee | $63,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,008 | $53,165+280.0% | $86,188+134.4% | $74,419+171.4% |
| Participation rate | 97.8% | 64.9%+33.0pp | 69.0%+28.9pp | 70.7%+27.1pp |
| Annual return | 30.41% | 22.64%+7.8pp | 1168.45%-1138.0pp | 34.38%-4.0pp |
| Employer contribution / active EE | $11,650 | $1,210+862.9% | $2,380+389.5% | $2,637+341.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $112 | $551-79.7% | $6,852-98.4% | $348-67.8% |