Filed August 12, 2014
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $36,298 |
US BANK2+ years Filed as: OLD NATIONAL BANCORP Service code 27 ONE MAIN ST. · EVANSVILLE, IN 47708 | Advisory (Plan) | $22,337 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,019 | $46,173-80.5% | $170,442-94.7% | $69,631-87.0% |
| Participation rate | 70.2% | 63.9%+6.3pp | 83.6%-13.4pp | 70.7%-0.5pp |
| Annual return | 16.34% | 21.62%-5.3pp | 205.93%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $332 | $1,610-79.3% | $5,433-93.9% | $2,032-83.6% |
| Participant deferral / active EE | $610 | $2,080-70.7% | $4,939-87.6% | $3,224-81.1% |
| Admin fee / account holder | $137 | $116+18.4% | $13,880-99.0% | $110+24.3% |