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 |
|---|---|---|
1ST SOURCE BANK4+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $22,109 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,296 | $76,000-86.5% | $154,107-93.3% | $64,186-84.0% |
| Participation rate | 89.7% | 70.4%+19.3pp | 83.0%+6.7pp | 69.6%+20.1pp |
| Annual return | -3.02% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $964 | $3,175-69.6% | $5,081-81.0% | $3,470-72.2% |
| Admin fee / account holder | $160 | $5,596-97.1% | $13,411-98.8% | $4,888-96.7% |