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 |
|---|---|---|
OLD SECOND BANK6+ years Service code 21 · EIN 36-1577458 | Bank Trustee | $49,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,873 | $29,369+185.6% | $77,482+8.2% | $73,409+14.3% |
| Participation rate | 21.3% | 37.9%-16.7pp | 54.2%-32.9pp | 72.2%-50.9pp |
| Annual return | 31.37% | 358.15%-326.8pp | 54.79%-23.4pp | 59.29%-27.9pp |
| Employer contribution / active EE | $396 | $406-2.5% | $986-59.9% | $2,234-82.3% |
| Participant deferral / active EE | $576 | $941-38.8% | $1,861-69.1% | $3,805-84.9% |
| Admin fee / account holder | $424 | $123+245.6% | $2,858-85.2% | $158+168.6% |