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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.
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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 |
|---|---|---|
Filed as: MIDWEST TRUST COMPANY Service code 19 · EIN 48-1138946 | Securities Custodian | $15,322 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,822 | $81,460-29.0% | $103,333-44.0% | $80,856-28.5% |
| Participation rate | 85.3% | 66.8%+18.4pp | 74.5%+10.8pp | 67.6%+17.6pp |
| Annual return | 3.80% | 25.55%-21.7pp | 24.88%-21.1pp | 35.59%-31.8pp |
| Employer contribution / active EE | $6,143 | $3,105+97.8% | $3,868+58.8% | $2,755+123.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $98 | $6,566-98.5% | $8,355-98.8% | $6,918-98.6% |