Filed November 12, 2013
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 |
|---|---|---|
Filed as: FIRST CITIZENS NATIONAL Service code 21 · EIN 62-0201100 | Bank Trustee | $78,203 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $92,491 | $100,227-7.7% | $169,993-45.6% | $74,419+24.3% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.0%+11.2pp | 70.7%+27.4pp |
| Annual return | 15.91% | 66.08%-50.2pp | 53.37%-37.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,453 | $4,263-42.5% | $6,785-63.8% | $2,637-7.0% |
| Participant deferral / active EE | $4,998 | $7,143-30.0% | $10,408-52.0% | $4,528+10.4% |
| Admin fee / account holder | $357 | $234+52.3% | $12,815-97.2% | $348+2.6% |