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 |
|---|---|---|
FIRST COMMUNITY TRUST N.A.5+ years Filed as: FIRST COMMUNITY TRUST, NA Service code 27 · EIN 42-1512084 | Advisory (Plan) | $31,152 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $25,870 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $12,528 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,075 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $61,494 | $70,908-13.3% | $98,907-37.8% | $73,488-16.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 14.24% | 34.17%-19.9pp | 196.43%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,975 | $2,036-3.0% | $2,689-26.5% | $2,270-13.0% |
| Participant deferral / active EE | $2,311 | $3,500-34.0% | $4,244-45.6% | $3,740-38.2% |
| Admin fee / account holder | $333 | $535-37.8% | $6,642-95.0% | $513-35.1% |