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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.
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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 |
|---|---|---|
FIRST MIDWEST BANK1+ years Service code 15 · EIN 36-6064763 2801 WEST JEFFERSON · JOLIET, IL 60435 | Recordkeeping | $69,249 |
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 | $43,360 | $57,096-24.1% | $94,224-54.0% | $55,191-21.4% |
| Participation rate | 79.2% | 75.7%+3.6pp | 78.8%+0.5pp | 69.2%+10.1pp |
| Annual return | 9.87% | 159.65%-149.8pp | 10.68%-0.8pp | 10.78%-0.9pp |
| Employer contribution / active EE | $1,942 | $1,708+13.7% | $3,587-45.9% | $1,899+2.3% |
| Participant deferral / active EE | $3,075 | $3,165-2.8% | $4,320-28.8% | $3,046+0.9% |
| Admin fee / account holder | $162 | $89+81.3% | $6,269-97.4% | $91+78.2% |