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 |
|---|---|---|
OLD NATIONAL TRUST COMPANY4+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $35,438 |
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 | $30,203 | $55,449-45.5% | $83,848-64.0% | $56,287-46.3% |
| Participation rate | 98.7% | 68.0%+30.7pp | 76.1%+22.6pp | 69.9%+28.9pp |
| Annual return | -1.85% | -1.38%-0.5pp | 850.88%-852.7pp | -9.96%+8.1pp |
| Employer contribution / active EE | $3,226 | $2,430+32.7% | $3,631-11.2% | $2,111+52.8% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $134 | $656-79.6% | $5,478-97.6% | $521-74.3% |