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 BANK8+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $43,783 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,960 | $49,451-47.5% | $79,550-67.4% | $66,914-61.2% |
| Participation rate | 88.8% | 61.3%+27.5pp | 69.5%+19.3pp | 69.8%+19.0pp |
| Annual return | -15.71% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,789 | $1,266+41.4% | $2,413-25.8% | $2,544-29.7% |
| Participant deferral / active EE | $3,591 | $3,159+13.7% | $3,985-9.9% | $4,237-15.2% |
| Admin fee / account holder | $195 | $595-67.2% | $6,832-97.1% | $593-67.1% |