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 |
|---|---|---|
HILLS BANK AND TRUST COMPANY3+ years Filed as: HILLS BANK & TRUST COMPANY Service code 19 · EIN 42-0310580 | Securities Custodian | $36,118 |
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 | $81,169 | $85,766-5.4% | $136,294-40.4% | $70,131+15.7% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 17.59% | 31.45%-13.9pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,666 | $2,966-43.8% | $4,695-64.5% | $2,342-28.9% |
| Participant deferral / active EE | $2,754 | $5,051-45.5% | $6,247-55.9% | $3,332-17.3% |
| Admin fee / account holder | $334 | $5,420-93.8% | $9,243-96.4% | $4,645-92.8% |