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 BANK7+ years Service code 15 100 MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $37,009 |
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 | $934,986 | $106,236+780.1% | $112,228+733.1% | $64,808+1342.7% |
| Participation rate | 99.5% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | 16.69% | -6.02%+22.7pp | 27.45%-10.8pp | 32.82%-16.1pp |
| Employer contribution / active EE | $12,489 | $3,166+294.4% | $3,635+243.6% | $2,506+398.4% |
| Participant deferral / active EE | $6,891 | $3,785+82.1% | $4,728+45.8% | $4,310+59.9% |
| Admin fee / account holder | $73 | $452-83.8% | $6,410-98.9% | $188-61.1% |