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 BANK4+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $10,608 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $813,018 | $66,601+1120.7% | $92,893+775.2% | $67,579+1103.1% |
| Participation rate | 81.3% | 72.5%+8.8pp | 76.0%+5.3pp | 71.3%+10.0pp |
| Annual return | 26.61% | 92.58%-66.0pp | 109.41%-82.8pp | 378.56%-352.0pp |
| Employer contribution / active EE | $6,324 | $2,775+127.9% | $3,653+73.1% | $2,148+194.5% |
| Participant deferral / active EE | $5,113 | $3,157+62.0% | $4,236+20.7% | $3,539+44.5% |
| Admin fee / account holder | $26 | $199-86.7% | $5,794-99.5% | $142-81.4% |