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 |
|---|---|---|
OLD NATIONAL TRUST COMPANY2 years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $46,364 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,245 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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 | $49,128 | $65,376-24.9% | $87,100-43.6% | $65,185-24.6% |
| Participation rate | 90.0% | 75.3%+14.7pp | 76.9%+13.1pp | 70.2%+19.8pp |
| Annual return | 6.71% | 31.27%-24.6pp | 28.19%-21.5pp | 29.38%-22.7pp |
| Employer contribution / active EE | $1,903 | $1,822+4.4% | $2,521-24.5% | $2,177-12.6% |
| Participant deferral / active EE | $4,197 | $3,388+23.8% | $4,049+3.7% | $3,514+19.4% |
| Admin fee / account holder | $348 | $520-33.0% | $7,497-95.4% | $847-58.9% |