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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,923 |
Filed as: OLD NATIONAL TRUST Service code 16 PO BOX 752 · MUNCIE, IN 47308 | Consulting | $18,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $72,470 | $66,180+9.5% | $118,746-39.0% | $62,292+16.3% |
| Participation rate | 98.7% | 71.3%+27.4pp | 78.3%+20.4pp | 69.5%+29.2pp |
| Annual return | 17.71% | 60.89%-43.2pp | 24.54%-6.8pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,266 | $3,183-28.8% | $4,193-45.9% | $2,042+11.0% |
| Participant deferral / active EE | $3,524 | $4,247-17.0% | $5,332-33.9% | $3,169+11.2% |
| Admin fee / account holder | $233 | $753-69.0% | $10,720-97.8% | $479-51.3% |