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 & TRUST5 years Service code 15 · EIN 46-6085363 | Recordkeeping | $36,889 |
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 | $49,740 | $86,944-42.8% | $107,525-53.7% | $74,304-33.1% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 15.40% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,857 | $2,757-32.6% | $3,754-50.5% | $2,241-17.1% |
| Participant deferral / active EE | $6,058 | $3,554+70.4% | $5,116+18.4% | $3,767+60.8% |
| Admin fee / account holder | $167 | $3,727-95.5% | $8,919-98.1% | $2,969-94.4% |