Filed September 29, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
1ST SOURCE BANK2+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $44,215 |
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 | $35,214 | $56,629-37.8% | $77,999-54.9% | $55,167-36.2% |
| Participation rate | 77.1% | 73.3%+3.8pp | 75.5%+1.5pp | 69.0%+8.1pp |
| Annual return | 7.39% | 2866.98%-2859.6pp | 425.96%-418.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $827 | $1,723-52.0% | $2,470-66.5% | $1,963-57.9% |
| Participant deferral / active EE | $2,198 | $2,777-20.8% | $3,497-37.1% | $3,054-28.0% |
| Admin fee / account holder | $197 | $467-57.9% | $5,480-96.4% | $504-61.0% |