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 | $22,982 |
OLD NATIONAL TRUST COMPANY4+ years Filed as: OLD NATIONAL TRUST- INVESTMENT SER Service code 27 · EIN 04-2647786 | Advisory (Plan) | $20,000 |
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 | $82,088 | $67,703+21.2% | $127,761-35.7% | $65,185+25.9% |
| Participation rate | 98.7% | 74.5%+24.2pp | 79.0%+19.7pp | 70.2%+28.5pp |
| Annual return | 20.97% | 24.36%-3.4pp | 26.14%-5.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,482 | $3,724-33.3% | $4,574-45.7% | $2,177+14.0% |
| Participant deferral / active EE | $3,731 | $4,787-22.1% | $6,021-38.0% | $3,514+6.2% |
| Admin fee / account holder | $247 | $618-60.1% | $9,395-97.4% | $847-70.8% |