Filed July 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK2+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $23,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,034 | $46,732-67.8% | $156,549-90.4% | $55,167-72.7% |
| Participation rate | 41.4% | 65.8%-24.4pp | 84.0%-42.6pp | 69.0%-27.6pp |
| Annual return | 5.99% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $402 | $2,105-80.9% | $5,501-92.7% | $1,963-79.5% |
| Participant deferral / active EE | $917 | $2,204-58.4% | $4,871-81.2% | $3,054-70.0% |
| Admin fee / account holder | $136 | $418-67.5% | $13,027-99.0% | $504-73.0% |