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 COMPANY1+ years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $30,698 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,288 |
WEINZAPFEL AND COMPANY, LLC1+ years Service code 10 · EIN 35-2152081 | Accounting | $5,600 |
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 | $50,119 | $39,245+27.7% | $64,105-21.8% | $52,331-4.2% |
| Participation rate | 88.0% | 58.2%+29.8pp | 68.2%+19.8pp | 68.1%+19.9pp |
| Annual return | -1.83% | 14.79%-16.6pp | 791.24%-793.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,944 | $736+164.1% | $1,820+6.8% | $1,882+3.3% |
| Participant deferral / active EE | $2,789 | $1,992+40.1% | $2,822-1.1% | $3,022-7.7% |
| Admin fee / account holder | $245 | $592-58.6% | $4,499-94.6% | $592-58.6% |