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 BANK & TRUST3 years Service code 15 · EIN 46-6085363 | Recordkeeping | $25,951 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,867 | $76,670-59.7% | $96,683-68.1% | $71,457-56.8% |
| Participation rate | 97.7% | 66.6%+31.1pp | 74.3%+23.4pp | 67.9%+29.8pp |
| Annual return | 16.89% | 48.29%-31.4pp | 35.69%-18.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,427 | $3,031-52.9% | $3,737-61.8% | $2,588-44.9% |
| Participant deferral / active EE | $4,276 | $3,771+13.4% | $4,878-12.3% | $4,289-0.3% |
| Admin fee / account holder | $119 | $2,028-94.1% | $6,730-98.2% | $1,587-92.5% |