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 |
|---|---|---|
Filed as: OLD NATIONAL BANK Service code 15 · EIN 35-1729164 2801 W. JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $6,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,164 | $50,815-93.8% | $155,509-98.0% | $77,643-95.9% |
| Participation rate | 35.0% | 63.1%-28.1pp | 78.2%-43.2pp | 70.6%-35.6pp |
| Annual return | 23.88% | 34.80%-10.9pp | 64.67%-40.8pp | 31.24%-7.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $20 | $437-95.5% | $15,912-99.9% | $430-95.4% |