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 10-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 |
|---|---|---|
HILLS BANK AND TRUST COMPANY3 years Service code 12 · EIN 42-1388654 | Claims processing; Recordkeeping and ... | $10,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,355 | $66,098-48.0% | $101,794-66.3% | $74,304-53.8% |
| Participation rate | 90.5% | 53.8%+36.7pp | 69.2%+21.3pp | 60.3%+30.1pp |
| Annual return | 13.49% | 19.59%-6.1pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,795 | $2,781-35.5% | $4,084-56.1% | $3,767-52.4% |
| Admin fee / account holder | $75 | $4,146-98.2% | $8,777-99.1% | $2,969-97.5% |