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 |
|---|---|---|
US BANK3+ years Filed as: OLD NATIONAL BANCORP Service code 27 ONE MAIN ST. · EVANSVILLE, IN 47708 | Advisory (Plan) | $39,479 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $29,356 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,128 | $37,196-75.5% | $154,107-94.1% | $55,725-83.6% |
| Participation rate | 80.7% | 64.1%+16.6pp | 83.0%-2.4pp | 70.9%+9.8pp |
| Annual return | 9.81% | 1319.68%-1309.9pp | 735.12%-725.3pp | 244.93%-235.1pp |
| Employer contribution / active EE | $345 | $1,614-78.6% | $5,298-93.5% | $2,078-83.4% |
| Participant deferral / active EE | $571 | $2,068-72.4% | $5,081-88.8% | $3,356-83.0% |
| Admin fee / account holder | $139 | $102+36.9% | $13,411-99.0% | $115+20.7% |