See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK3+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $52,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,869 | $53,925-57.6% | $75,670-69.8% | $69,631-67.2% |
| Participation rate | 47.2% | 71.2%-24.0pp | 72.3%-25.2pp | 70.7%-23.5pp |
| Annual return | 13.91% | 17.84%-3.9pp | 27.34%-13.4pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $803 | $1,802-55.5% | $2,352-65.9% | $2,032-60.5% |
| Participant deferral / active EE | $1,167 | $2,569-54.6% | $3,142-62.9% | $3,224-63.8% |
| Admin fee / account holder | $196 | $97+102.2% | $5,800-96.6% | $110+77.8% |