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 BANK4+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $37,188 |
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 | $26,058 | $42,548-38.8% | $74,550-65.0% | $56,287-53.7% |
| Participation rate | 86.1% | 60.5%+25.6pp | 69.1%+16.9pp | 69.9%+16.2pp |
| Annual return | -4.66% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $522 | $855-39.0% | $1,961-73.4% | $2,111-75.3% |
| Participant deferral / active EE | $2,489 | $2,277+9.3% | $3,108-19.9% | $3,350-25.7% |
| Admin fee / account holder | $200 | $467-57.2% | $5,060-96.0% | $521-61.6% |