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) | $10,205 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MGMT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,062 |
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).
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 | $21,235 | $61,214-65.3% | $83,333-74.5% | $56,287-62.3% |
| Participation rate | 86.4% | 72.6%+13.8pp | 77.8%+8.6pp | 69.9%+16.5pp |
| Annual return | -4.16% | 0.42%-4.6pp | 10.63%-14.8pp | -9.96%+5.8pp |
| Employer contribution / active EE | $470 | $1,925-75.6% | $3,379-86.1% | $2,111-77.7% |
| Participant deferral / active EE | $2,612 | $5,091-48.7% | $5,565-53.1% | $3,350-22.0% |
| Admin fee / account holder | $66 | $512-87.1% | $7,510-99.1% | $521-87.4% |