Filed November 9, 2005
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 |
|---|---|---|
COMMUNITY TRUST AND INVESTMENT CO.10+ years Service code 15 · EIN 61-6209147 | Recordkeeping | $46,860 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,925 | $86,944-66.7% | $107,525-73.1% | $74,304-61.1% |
| Participation rate | 73.8% | 59.6%+14.3pp | 75.1%-1.2pp | 60.3%+13.5pp |
| Annual return | 10.78% | 23.52%-12.7pp | 181.32%-170.5pp | 29.43%-18.7pp |
| Employer contribution / active EE | $3,467 | $2,757+25.8% | $3,754-7.6% | $2,241+54.7% |
| Participant deferral / active EE | $547 | $3,554-84.6% | $5,116-89.3% | $3,767-85.5% |
| Admin fee / account holder | $247 | $3,727-93.4% | $8,919-97.2% | $2,969-91.7% |