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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.
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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 BANK5+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $38,327 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,100 | $49,138-38.7% | $84,015-64.2% | $65,185-53.8% |
| Participation rate | 85.0% | 60.7%+24.2pp | 69.0%+15.9pp | 70.2%+14.8pp |
| Annual return | 15.84% | 23.00%-7.2pp | 71.31%-55.5pp | 29.38%-13.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,462 | $2,397+2.7% | $3,239-24.0% | $3,514-29.9% |
| Admin fee / account holder | $202 | $543-62.9% | $6,101-96.7% | $847-76.2% |