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 BANK6+ years Service code 15 · EIN 36-6064763 2801 WEST JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $91,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,306 | $78,419+22.8% | $133,956-28.1% | $73,409+31.2% |
| Participation rate | 59.5% | 78.6%-19.1pp | 79.8%-20.4pp | 72.2%-12.7pp |
| Annual return | 17.63% | 33.35%-15.7pp | 45.09%-27.5pp | 59.29%-41.7pp |
| Employer contribution / active EE | $2,159 | $2,044+5.6% | $3,919-44.9% | $2,234-3.4% |
| Participant deferral / active EE | $3,540 | $3,925-9.8% | $5,048-29.9% | $3,805-7.0% |
| Admin fee / account holder | $235 | $161+45.7% | $8,927-97.4% | $158+48.9% |