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 | $51,977 |
US BANK7+ years Filed as: OLD NATIONAL BANCORP Service code 27 ONE MAIN ST. · EVANSVILLE, IN 47708 | Advisory (Plan) | $23,446 |
FIRST MERCHANTS TRUST CO4 years Service code 27 200 E JACKSON ST · MUNCIE, IN 47308 | Advisory (Plan) | $13,416 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,201 | $46,292-67.2% | $143,757-89.4% | $64,808-76.5% |
| Participation rate | 77.3% | 64.2%+13.1pp | 80.3%-3.0pp | 71.5%+5.9pp |
| Annual return | -18.23% | -10.05%-8.2pp | -0.04%-18.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $536 | $1,910-71.9% | $4,951-89.2% | $2,506-78.6% |
| Participant deferral / active EE | $945 | $2,646-64.3% | $5,637-83.2% | $4,310-78.1% |
| Admin fee / account holder | $239 | $154+55.3% | $14,673-98.4% | $188+27.2% |