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 27 · EIN 35-1799335 | Advisory (Plan) | $50,536 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,446 |
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 | $158,262 | $73,102+116.5% | $123,544+28.1% | $56,287+181.2% |
| Participation rate | 89.0% | 74.3%+14.7pp | 82.3%+6.7pp | 69.9%+19.1pp |
| Annual return | -6.93% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,399 | $2,977-19.4% | $4,628-48.2% | $2,111+13.7% |
| Participant deferral / active EE | $8,987 | $5,423+65.7% | $6,426+39.9% | $3,350+168.3% |
| Admin fee / account holder | $492 | $554-11.2% | $9,284-94.7% | $521-5.6% |