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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST2+ years Service code 28 · EIN 54-1116387 PO BOX 2625 · STAUNTON, VA 24402 | Investment Management | $15,376 |
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 | $100,891 | $61,272+64.7% | $149,673-32.6% | $71,457+41.2% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.9pp | 67.9%+28.7pp |
| Annual return | 4.35% | 35.85%-31.5pp | 134.42%-130.1pp | 28.85%-24.5pp |
| Employer contribution / active EE | $2,965 | $2,378+24.7% | $4,818-38.5% | $2,588+14.6% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $54 | $1,261-95.7% | $13,210-99.6% | $1,587-96.6% |