Filed January 20, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 99 · EIN 45-5291215 571 MONON TRAIL, SUITE 400 · CARMEL, IN 46032 | Other Fees | $17,331 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $4,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,143 | $62,127+14.5% | $81,382-12.6% | $74,495-4.5% |
| Participation rate | 34.5% | 64.0%-29.5pp | 69.5%-34.9pp | 67.2%-32.7pp |
| Annual return | 11.61% | 16.48%-4.9pp | 24.73%-13.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,195 | $1,882-36.5% | $2,463-51.5% | $2,623-54.5% |
| Participant deferral / active EE | $2,661 | $3,229-17.6% | $3,883-31.5% | $4,346-38.8% |
| Admin fee / account holder | $35 | $1,934-98.2% | $5,768-99.4% | $1,942-98.2% |