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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 | $14,853 |
EMPRISE BANK9+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $2,297 |
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 | $64,717 | $73,933-12.5% | $96,683-33.1% | $75,163-13.9% |
| Participation rate | 74.5% | 66.4%+8.1pp | 74.3%+0.1pp | 67.2%+7.3pp |
| Annual return | -4.12% | 26.70%-30.8pp | 35.69%-39.8pp | 160.62%-164.7pp |
| Employer contribution / active EE | $6,923 | $2,928+136.4% | $3,737+85.3% | $2,670+159.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $114 | $5,216-97.8% | $6,730-98.3% | $5,651-98.0% |