Filed April 4, 2008
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 |
|---|---|---|
Filed as: HORIZON BANK, N.A. Service code 28 · EIN 35-1076581 515 FRANKLIN SQUARE · MICHIGAN CITY, IN 46360 | Investment Management | $20,000 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $15,740 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,948 | $44,425+210.5% | $67,834+103.4% | $55,167+150.1% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 13.96% | 17.80%-3.8pp | 138.47%-124.5pp | 169.23%-155.3pp |
| Employer contribution / active EE | $152 | $1,351-88.7% | $2,403-93.7% | $1,963-92.2% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $255 | $530-51.9% | $4,622-94.5% | $504-49.3% |