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 BANK4 years Filed as: COMMUNITY TRUST BANCORP Service code 21 · EIN 61-1251178 | Bank Trustee | $54,240 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,478 | $54,193+305.0% | $93,606+134.5% | $77,643+182.7% |
| Participation rate | 98.5% | 63.9%+34.5pp | 68.7%+29.7pp | 70.6%+27.9pp |
| Annual return | 11.28% | 30.54%-19.3pp | 133.20%-121.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $15,134 | $1,168+1195.7% | $2,420+525.4% | $2,726+455.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $93 | $576-83.9% | $8,285-98.9% | $430-78.4% |