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 | $43,841 |
US BANK8+ years Filed as: OLD NATIONAL BANCORP Service code 27 ONE MAIN ST. · EVANSVILLE, IN 47708 | Advisory (Plan) | $19,353 |
FIRST MERCHANTS TRUST CO5 years Service code 27 200 E JACKSON ST · MUNCIE, IN 47308 | Advisory (Plan) | $11,075 |
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 | $16,626 | $47,126-64.7% | $149,673-88.9% | $74,419-77.7% |
| Participation rate | 85.4% | 63.4%+22.0pp | 78.8%+6.6pp | 70.7%+14.7pp |
| Annual return | 11.71% | 22.75%-11.0pp | 134.42%-122.7pp | 34.38%-22.7pp |
| Employer contribution / active EE | $592 | $1,905-68.9% | $4,818-87.7% | $2,637-77.6% |
| Participant deferral / active EE | $944 | $2,728-65.4% | $5,680-83.4% | $4,528-79.2% |
| Admin fee / account holder | $231 | $343-32.7% | $13,210-98.3% | $348-33.7% |