See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OLD SECOND BANK1 year Filed as: OLD SECOND NATIONAL BANK Service code 26 37 S. RIVER STREET · AURORA, IL 60506 | Advisory (Participants) | $11,702 |
BPAS1 year Service code 13 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Contract Administrator | $11,284 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,007 | $55,453-58.5% | $170,442-86.5% | $62,292-63.1% |
| Participation rate | 92.0% | 66.4%+25.6pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 49.10% | 21.38%+27.7pp | 205.93%-156.8pp | 28.90%+20.2pp |
| Employer contribution / active EE | $798 | $2,164-63.1% | $5,433-85.3% | $2,042-60.9% |
| Participant deferral / active EE | $1,261 | $2,303-45.3% | $4,939-74.5% | $3,169-60.2% |
| Admin fee / account holder | $161 | $455-64.7% | $13,880-98.8% | $479-66.5% |