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 BANK2 years Service code 21 · EIN 37-0259550 | Bank Trustee | $28,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $59,908 | $54,045+10.8% | $115,157-48.0% | $65,185-8.1% |
| Participation rate | 76.1% | 63.5%+12.6pp | 75.9%+0.2pp | 70.2%+5.9pp |
| Annual return | 22.00% | 26.55%-4.6pp | 35.60%-13.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,777 | $2,504+10.9% | $4,168-33.4% | $3,514-21.0% |
| Admin fee / account holder | $263 | $626-58.0% | $7,088-96.3% | $847-69.0% |