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 |
|---|---|---|
BANKERS TRUST COMPANY4 years Filed as: TI TRUST, INC Service code 21 · EIN 20-1171923 2900 N. 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $37,541 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,283 | $132,049+43.3% | $200,582-5.6% | $74,304+154.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 13.46% | 22.22%-8.8pp | 42.33%-28.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $12,508 | $4,558+174.4% | $6,419+94.9% | $2,241+458.1% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $272 | $2,405-88.7% | $16,305-98.3% | $2,969-90.8% |