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 BANK5+ years Service code 21 · EIN 37-0259550 | Bank Trustee | $21,967 |
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 | $46,356 | $52,953-12.5% | $172,739-73.2% | $65,185-28.9% |
| Participation rate | 94.4% | 66.2%+28.2pp | 82.6%+11.8pp | 70.2%+24.2pp |
| Annual return | 22.89% | 30.12%-7.2pp | 802.84%-779.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,135 | $2,190-48.2% | $5,143-77.9% | $2,177-47.9% |
| Participant deferral / active EE | $2,585 | $2,471+4.6% | $5,198-50.3% | $3,514-26.4% |
| Admin fee / account holder | $149 | $472-68.5% | $13,954-98.9% | $847-82.4% |