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 BANK5+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $21,678 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $11,454 | $85,202-86.6% | $172,739-93.4% | $72,985-84.3% |
| Participation rate | 98.9% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.5pp |
| Annual return | 10.55% | 27.32%-16.8pp | 802.84%-792.3pp | 81.00%-70.5pp |
| Employer contribution / active EE | $1,025 | $3,324-69.2% | $5,143-80.1% | $2,440-58.0% |
| Participant deferral / active EE | $964 | $3,260-70.4% | $5,198-81.5% | $3,607-73.3% |
| Admin fee / account holder | $145 | $5,884-97.5% | $13,954-99.0% | $5,124-97.2% |