See peer percentile detail with Solo.
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.
See the 8-year trajectory with Solo.
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 MIDWEST BANK2 years Service code 21 · EIN 36-2040807 2801 W. JEFFERSON STREET · JOLIET, IL 60435 | Bank Trustee | $28,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,462 | $98,750-59.0% | $149,696-73.0% | $79,858-49.3% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.2pp |
| Annual return | 1.41% | 27.43%-26.0pp | 276.60%-275.2pp | 31.71%-30.3pp |
| Employer contribution / active EE | $2,193 | $3,216-31.8% | $4,644-52.8% | $2,471-11.2% |
| Participant deferral / active EE | $9,022 | $5,680+58.8% | $6,842+31.9% | $3,740+141.2% |
| Admin fee / account holder | $221 | $6,053-96.3% | $9,309-97.6% | $5,306-95.8% |