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 & TRUST8+ years Service code 15 · EIN 46-6085363 | Recordkeeping | $19,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,281 | $65,435+1.3% | $86,677-23.5% | $66,914-0.9% |
| Participation rate | 96.5% | 75.5%+21.0pp | 76.6%+19.9pp | 69.8%+26.7pp |
| Annual return | -15.97% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,107 | $2,153+44.3% | $2,836+9.5% | $2,544+22.1% |
| Participant deferral / active EE | $5,156 | $4,100+25.7% | $4,656+10.7% | $4,237+21.7% |
| Admin fee / account holder | $97 | $642-85.0% | $7,493-98.7% | $593-83.7% |