Filed January 6, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 27 3925 HAGAN ST. · BLOOMINGTON, IN 47401 | Advisory (Plan) | $7,886 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MGMT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $844 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,816 | $59,535-60.0% | $90,160-73.6% | $62,292-61.8% |
| Participation rate | 90.1% | 73.0%+17.0pp | 76.9%+13.2pp | 69.5%+20.5pp |
| Annual return | 33.48% | 23.53%+10.0pp | 34.88%-1.4pp | 28.90%+4.6pp |
| Employer contribution / active EE | $445 | $1,826-75.6% | $3,318-86.6% | $2,042-78.2% |
| Participant deferral / active EE | $2,476 | $4,639-46.6% | $5,288-53.2% | $3,169-21.9% |
| Admin fee / account holder | $52 | $337-84.5% | $5,943-99.1% | $479-89.1% |