See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,871 |
Filed as: GERMAN AMERICAN FIN ADV & TR CO Service code 27 · EIN 20-5480153 21 SE 3RD STREET · EVANSVILLE, IN 47708 | Advisory (Plan) | $10,216 |
OLD NATIONAL TRUST COMPANY2 years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $2,400 |
Form 5500 reported that benefits due were not provided when due.
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 | $53,880 | $46,869+15.0% | $122,332-56.0% | $70,131-23.2% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.8pp | 69.5%+26.9pp |
| Annual return | 18.26% | 24.22%-6.0pp | 30.27%-12.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $906 | $1,288-29.7% | $4,050-77.6% | $2,342-61.3% |
| Participant deferral / active EE | $5,506 | $2,166+154.1% | $3,287+67.5% | $3,332+65.3% |
| Admin fee / account holder | $223 | $3,322-93.3% | $5,478-95.9% | $4,645-95.2% |