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 |
|---|---|---|
MIDLAND STATES BANK1 year Service code 21 · EIN 37-0259550 | Bank Trustee | $19,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,634 | $65,557-19.7% | $105,738-50.2% | $56,287-6.5% |
| Participation rate | 66.7% | 63.4%+3.3pp | 76.3%-9.7pp | 69.9%-3.2pp |
| Annual return | -3.74% | -1.32%-2.4pp | 6.27%-10.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $964 | $1,788-46.1% | $3,268-70.5% | $2,111-54.3% |
| Participant deferral / active EE | $2,564 | $2,418+6.0% | $4,080-37.2% | $3,350-23.5% |
| Admin fee / account holder | $290 | $561-48.4% | $6,913-95.8% | $521-44.4% |