Filed October 14, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $54,326 |
STOCK YARDS BANK & TRUST1 year Filed as: STOCK YARDS BANK AND TRUST CO Service code 99 · EIN 61-0354170 | Other Fees | $29,891 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,800 | $80,724+2.6% | $103,333-19.9% | $74,495+11.1% |
| Participation rate | 94.3% | 65.7%+28.6pp | 74.5%+19.8pp | 67.2%+27.1pp |
| Annual return | 17.44% | 27.56%-10.1pp | 24.88%-7.4pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,509 | $3,157-20.5% | $3,868-35.1% | $2,623-4.3% |
| Participant deferral / active EE | $8,679 | $3,860+124.8% | $5,057+71.6% | $4,346+99.7% |
| Admin fee / account holder | $388 | $2,368-83.6% | $8,355-95.4% | $1,942-80.0% |