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 |
|---|---|---|
FIRST MIDILLINOIS1 year Filed as: FIRST MIDILLINOIS BANK TRUST Service code 27 PO BOX 529 · MATTOON, IL 61938 | Advisory (Plan) | $65,000 |
WEST & COMPANY, LLC1 year Filed as: WEST COMPANY LLC Service code 10 PO BOX 80 · SULLIVAN, IL 61951 | Accounting | $44,500 |
SCHIFF HARDIN LLP1 year Service code 29 233 S WACKER DRIVE · CHICAGO, IL 60606 | Legal | $38,223 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,284 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,701 | $70,106+99.3% | $80,975+72.5% | $63,975+118.4% |
| Participation rate | 86.8% | 79.4%+7.4pp | 75.8%+11.0pp | 71.1%+15.7pp |
| Annual return | 8.77% | 13.93%-5.2pp | 17.10%-8.3pp | 48.65%-39.9pp |
| Employer contribution / active EE | $3,737 | $2,042+83.0% | $3,714+0.6% | $2,182+71.3% |
| Participant deferral / active EE | $5,801 | $5,245+10.6% | $5,696+1.8% | $3,356+72.8% |
| Admin fee / account holder | $73 | $57+27.3% | $5,516-98.7% | $70+3.1% |