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 | $48,876 |
US BANK5+ years Filed as: OLD NATIONAL BANCORP Service code 27 ONE MAIN ST. · EVANSVILLE, IN 47708 | Advisory (Plan) | $22,294 |
FIRST MERCHANTS TRUST CO2 years Service code 27 200 E JACKSON ST · MUNCIE, IN 47308 | Advisory (Plan) | $9,922 |
Annual investment return 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).
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 | $9,830 | $52,293-81.2% | $178,490-94.5% | $73,409-86.6% |
| Participation rate | 84.7% | 65.3%+19.3pp | 81.9%+2.7pp | 72.2%+12.5pp |
| Annual return | 2.26% | 34.75%-32.5pp | 151.07%-148.8pp | 59.29%-57.0pp |
| Employer contribution / active EE | $494 | $1,735-71.6% | $5,011-90.1% | $2,234-77.9% |
| Participant deferral / active EE | $777 | $2,332-66.7% | $5,202-85.1% | $3,805-79.6% |
| Admin fee / account holder | $152 | $127+19.7% | $13,984-98.9% | $158-3.5% |