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 BANK1+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $11,059 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,327 | $57,921+427.1% | $84,750+260.3% | $57,658+429.5% |
| Participation rate | 95.8% | 72.9%+22.8pp | 76.6%+19.2pp | 70.2%+25.5pp |
| Annual return | 30.52% | 10.24%+20.3pp | 22.78%+7.7pp | 5.13%+25.4pp |
| Employer contribution / active EE | $2,748 | $2,598+5.7% | $3,574-23.1% | $1,974+39.2% |
| Participant deferral / active EE | $3,504 | $2,742+27.8% | $3,712-5.6% | $3,061+14.5% |
| Admin fee / account holder | $18 | $130-86.2% | $5,332-99.7% | $95-81.1% |