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 |
|---|---|---|
FIRST MIDWEST BANK6+ years Service code 21 · EIN 36-6064763 2801 W. JEFFERSON ST. · JOLIET, IL 60435 | Bank Trustee | $5,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,162 | $59,839+65.7% | $81,983+21.0% | $79,858+24.2% |
| Participation rate | 86.8% | 61.6%+25.2pp | 69.2%+17.6pp | 69.6%+17.2pp |
| Annual return | 19.50% | 17.56%+1.9pp | 41.31%-21.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,058 | $1,713+20.1% | $2,498-17.6% | $2,471-16.7% |
| Participant deferral / active EE | $4,278 | $2,695+58.7% | $3,722+14.9% | $3,740+14.4% |
| Admin fee / account holder | $54 | $4,287-98.7% | $5,664-99.1% | $5,306-99.0% |