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 |
|---|---|---|
MIDLAND STATES BANK1 year Service code 24 · EIN 37-0259550 | Discretionary Trustee | $80,707 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,281 | $65,118+41.7% | $76,768+20.2% | $55,725+65.6% |
| Participation rate | 80.8% | 79.6%+1.1pp | 77.0%+3.8pp | 70.9%+9.9pp |
| Annual return | -3.74% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $919 | $1,941-52.7% | $2,485-63.0% | $2,078-55.8% |
| Participant deferral / active EE | $2,544 | $3,688-31.0% | $3,852-33.9% | $3,356-24.2% |
| Admin fee / account holder | $385 | $116+232.0% | $6,675-94.2% | $115+234.0% |