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 BANK5+ years Service code 15 · EIN 36-6064763 2801 WEST JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $83,403 |
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 | $80,464 | $69,159+16.3% | $125,175-35.7% | $67,579+19.1% |
| Participation rate | 62.2% | 78.2%-16.0pp | 79.8%-17.6pp | 71.3%-9.1pp |
| Annual return | 24.28% | 27.12%-2.8pp | 43.79%-19.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,073 | $2,023+2.5% | $3,865-46.4% | $2,148-3.5% |
| Participant deferral / active EE | $3,487 | $3,700-5.7% | $4,937-29.4% | $3,539-1.5% |
| Admin fee / account holder | $213 | $142+50.5% | $9,702-97.8% | $142+49.9% |