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+ years Service code 21 · EIN 37-0259550 | Bank Trustee | $15,736 |
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 | $43,078 | $46,360-7.1% | $147,614-70.8% | $52,331-17.7% |
| Participation rate | 92.5% | 64.9%+27.6pp | 84.6%+7.9pp | 68.1%+24.4pp |
| Annual return | -0.08% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,033 | $2,126-51.4% | $5,564-81.4% | $1,882-45.1% |
| Participant deferral / active EE | $2,398 | $2,258+6.2% | $4,895-51.0% | $3,022-20.7% |
| Admin fee / account holder | $122 | $766-84.0% | $11,611-98.9% | $592-79.3% |