Filed October 29, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
1ST SOURCE BANK10+ years Service code 15 100 N. MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $83,923 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $839,969 | $103,641+710.5% | $107,525+681.2% | $102,872+716.5% |
| Participation rate | 99.9% | 79.4%+20.5pp | 75.1%+24.8pp | 73.0%+26.9pp |
| Annual return | 26.96% | 13.08%+13.9pp | 181.32%-154.4pp | 19.06%+7.9pp |
| Employer contribution / active EE | $14,397 | $5,096+182.5% | $3,754+283.5% | $3,526+308.3% |
| Participant deferral / active EE | $6,546 | $3,789+72.8% | $5,116+28.0% | $5,535+18.3% |
| Admin fee / account holder | $71 | $276-74.4% | $8,919-99.2% | $292-75.8% |