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 BANK1+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $13,585 |
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 | $22,706 | $39,245-42.1% | $64,105-64.6% | $52,331-56.6% |
| Participation rate | 87.3% | 58.2%+29.1pp | 68.2%+19.1pp | 68.1%+19.2pp |
| Annual return | -0.19% | 14.79%-15.0pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $413 | $736-43.9% | $1,820-77.3% | $1,882-78.1% |
| Participant deferral / active EE | $1,914 | $1,992-3.9% | $2,822-32.2% | $3,022-36.7% |
| Admin fee / account holder | $78 | $592-86.9% | $4,499-98.3% | $592-86.9% |