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+ years Service code 21 · EIN 37-0259550 | Bank Trustee | $44,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,446 | $72,770-44.4% | $67,652-40.2% | $55,191-26.7% |
| Participation rate | 81.7% | 78.8%+2.9pp | 75.7%+6.1pp | 69.2%+12.6pp |
| Annual return | -0.91% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $537 | $1,769-69.6% | $2,266-76.3% | $1,899-71.7% |
| Participant deferral / active EE | $1,892 | $3,408-44.5% | $3,560-46.8% | $3,046-37.9% |
| Admin fee / account holder | $201 | $79+155.6% | $4,821-95.8% | $91+121.9% |