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) | $11,825 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MGMT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,063 |
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 | $76,252 | $66,813+14.1% | $100,516-24.1% | $73,488+3.8% |
| Participation rate | 21.4% | 77.5%-56.0pp | 79.4%-58.0pp | 70.7%-49.3pp |
| Annual return | 20.18% | 25.70%-5.5pp | 30.89%-10.7pp | 28.51%-8.3pp |
| Employer contribution / active EE | $532 | $2,147-75.2% | $3,418-84.4% | $2,270-76.5% |
| Participant deferral / active EE | $3,518 | $5,883-40.2% | $6,270-43.9% | $3,740-5.9% |
| Admin fee / account holder | $161 | $512-68.5% | $8,081-98.0% | $513-68.6% |