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 |
|---|---|---|
FIRST MIDWEST BANK3+ years Service code 15 · EIN 36-6064763 2801 WEST JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $70,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,613 | $60,545+10.0% | $92,233-27.8% | $69,631-4.3% |
| Participation rate | 67.8% | 72.2%-4.4pp | 76.5%-8.7pp | 70.7%-2.9pp |
| Annual return | 18.85% | 19.71%-0.9pp | 176.28%-157.4pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,964 | $2,633-25.4% | $3,679-46.6% | $2,032-3.3% |
| Participant deferral / active EE | $3,193 | $2,828+12.9% | $3,897-18.1% | $3,224-0.9% |
| Admin fee / account holder | $188 | $145+30.2% | $5,194-96.4% | $110+70.7% |