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 BANK5+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $61,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,204 | $54,573-11.7% | $90,951-47.0% | $73,488-34.4% |
| Participation rate | 77.8% | 61.2%+16.7pp | 69.0%+8.8pp | 70.7%+7.2pp |
| Annual return | -3.70% | 16.69%-20.4pp | 134.60%-138.3pp | 28.51%-32.2pp |
| Employer contribution / active EE | $1,276 | $991+28.7% | $2,122-39.8% | $2,270-43.8% |
| Participant deferral / active EE | $3,424 | $2,517+36.0% | $3,373+1.5% | $3,740-8.4% |
| Admin fee / account holder | $357 | $521-31.5% | $5,959-94.0% | $513-30.3% |