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 BANK3 years Service code 24 · EIN 37-0259550 | Discretionary Trustee | $99,612 |
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 | $126,586 | $73,638+71.9% | $95,952+31.9% | $73,488+72.3% |
| Participation rate | 81.7% | 76.2%+5.6pp | 77.1%+4.6pp | 70.7%+11.0pp |
| Annual return | 12.53% | 16.78%-4.3pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,235 | $1,863-33.7% | $2,541-51.4% | $2,270-45.6% |
| Participant deferral / active EE | $2,968 | $3,617-17.9% | $4,167-28.8% | $3,740-20.6% |
| Admin fee / account holder | $419 | $482-13.2% | $6,795-93.8% | $513-18.4% |