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 |
|---|---|---|
Filed as: OLD NATIONAL TRUST CO Service code 27 · EIN 35-1729164 | Advisory (Plan) | $11,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,135 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,114 | $59,186+53.9% | $76,768+18.7% | $56,287+61.9% |
| Participation rate | 92.0% | 75.2%+16.8pp | 77.0%+15.0pp | 69.9%+22.1pp |
| Annual return | 10.11% | 6.62%+3.5pp | 2.43%+7.7pp | -9.96%+20.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,223 | $3,255-1.0% | $3,852-16.3% | $3,350-3.8% |
| Admin fee / account holder | $165 | $489-66.2% | $6,675-97.5% | $521-68.3% |