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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,629 |
OLD NATIONAL TRUST COMPANY3+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $12,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,067 | $59,186+8.2% | $76,768-16.5% | $56,287+13.8% |
| Participation rate | 42.1% | 75.2%-33.1pp | 77.0%-34.8pp | 69.9%-27.7pp |
| Annual return | 9.04% | 6.62%+2.4pp | 2.43%+6.6pp | -9.96%+19.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,660 | $3,255-49.0% | $3,852-56.9% | $3,350-50.5% |
| Admin fee / account holder | $360 | $489-26.4% | $6,675-94.6% | $521-30.9% |