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 |
|---|---|---|
TRUST COMPANY OF ILLINOIS2 years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD · DOWNERS GROVE, IL 60515 | Bank Trustee | $18,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,040 | $59,584-44.5% | $86,874-62.0% | $79,386-58.4% |
| Participation rate | 34.0% | 67.7%-33.7pp | 71.6%-37.7pp | 70.7%-36.7pp |
| Annual return | 14.93% | 23.15%-8.2pp | 63.52%-48.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $571 | $1,768-67.7% | $2,495-77.1% | $2,427-76.5% |
| Participant deferral / active EE | $1,564 | $3,036-48.5% | $3,699-57.7% | $4,046-61.3% |
| Admin fee / account holder | $331 | $604-45.2% | $5,828-94.3% | $626-47.2% |