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 BANK6+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $60,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,658 | $59,263+14.2% | $96,562-29.9% | $79,386-14.8% |
| Participation rate | 81.8% | 61.9%+19.9pp | 69.8%+11.9pp | 70.7%+11.1pp |
| Annual return | 40.30% | 27.07%+13.2pp | 37.78%+2.5pp | 116.85%-76.5pp |
| Employer contribution / active EE | $1,261 | $1,216+3.7% | $2,356-46.5% | $2,427-48.1% |
| Participant deferral / active EE | $3,621 | $2,948+22.8% | $3,849-5.9% | $4,046-10.5% |
| Admin fee / account holder | $351 | $658-46.6% | $6,181-94.3% | $626-43.9% |