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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,600 |
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $60,142 |
KLESMAN & COMPANY, P.C.5 years Service code 10 · EIN 36-3606968 | Accounting | $13,859 |
Service code 10 · EIN 85-2567804 | Accounting | $13,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,586 | $65,908+81.4% | $81,812+46.2% | $77,643+54.0% |
| Participation rate | 90.4% | 65.8%+24.6pp | 72.3%+18.1pp | 70.6%+19.8pp |
| Annual return | 12.91% | 26.64%-13.7pp | 773.79%-760.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,515 | $2,370+6.1% | $2,912-13.6% | $2,726-7.7% |
| Participant deferral / active EE | $8,236 | $3,505+134.9% | $4,319+90.7% | $4,647+77.2% |
| Admin fee / account holder | $381 | $526-27.6% | $7,386-94.8% | $430-11.5% |