Filed November 17, 2004
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 |
|---|---|---|
OLD NATIONAL TRUST COMPANY1+ years Filed as: OLD NATIONAL TRUST- INVESTMENT SER Service code 16 · EIN 04-2647786 | Consulting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,439 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,586 | $61,616-9.8% | $105,722-47.4% | $55,167+0.8% |
| Participation rate | 98.8% | 72.9%+25.9pp | 78.9%+19.9pp | 69.0%+29.8pp |
| Annual return | 7.33% | 11.15%-3.8pp | 12.25%-4.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,266 | $3,043-58.4% | $4,079-69.0% | $1,963-35.5% |
| Participant deferral / active EE | $2,641 | $4,213-37.3% | $5,326-50.4% | $3,054-13.5% |
| Admin fee / account holder | $195 | $379-48.6% | $8,308-97.7% | $504-61.4% |