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 BANK2+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $17,138 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,880 | $42,546-41.5% | $71,796-65.3% | $55,167-54.9% |
| Participation rate | 89.0% | 59.1%+29.9pp | 69.1%+19.9pp | 69.0%+20.0pp |
| Annual return | 6.49% | 12.36%-5.9pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $321 | $803-60.0% | $1,924-83.3% | $1,963-83.6% |
| Participant deferral / active EE | $2,383 | $2,064+15.4% | $2,794-14.7% | $3,054-22.0% |
| Admin fee / account holder | $97 | $650-85.0% | $4,815-98.0% | $504-80.7% |