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 & TRUST1 year Service code 26 · EIN 46-6085363 | Advisory (Participants) | $480 |
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 | $55,601 | $63,924-13.0% | $108,579-48.8% | $55,167+0.8% |
| Participation rate | 89.2% | 74.3%+14.8pp | 79.6%+9.6pp | 69.0%+20.2pp |
| Annual return | 11.00% | 15.31%-4.3pp | -51.70%+62.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $1,494 | $1,879-20.5% | $3,758-60.3% | $1,963-23.9% |
| Participant deferral / active EE | $3,713 | $3,067+21.1% | $4,311-13.9% | $3,054+21.6% |
| Admin fee / account holder | $4 | $618-99.3% | $7,645-99.9% | $504-99.2% |