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 |
|---|---|---|
OLD NATIONAL TRUST COMPANY6+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $36,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,042 | $69,362-43.7% | $101,248-61.4% | $73,488-46.9% |
| Participation rate | 96.7% | 68.4%+28.3pp | 75.8%+20.9pp | 70.7%+26.0pp |
| Annual return | 12.26% | 18.46%-6.2pp | 46.47%-34.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $4,144 | $2,628+57.7% | $3,660+13.2% | $2,270+82.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $133 | $704-81.2% | $5,945-97.8% | $513-74.2% |