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 | $12,261 |
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 | $62,730 | $65,376-4.0% | $87,100-28.0% | $65,185-3.8% |
| Participation rate | 72.5% | 75.3%-2.9pp | 76.9%-4.4pp | 70.2%+2.3pp |
| Annual return | 27.70% | 31.27%-3.6pp | 28.19%-0.5pp | 29.38%-1.7pp |
| Employer contribution / active EE | $1,707 | $1,822-6.3% | $2,521-32.3% | $2,177-21.6% |
| Participant deferral / active EE | $2,927 | $3,388-13.6% | $4,049-27.7% | $3,514-16.7% |
| Admin fee / account holder | $80 | $520-84.6% | $7,497-98.9% | $847-90.5% |