Filed February 12, 2002
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: FIRST MID WEALTH MANAGEMENT Service code 26 · EIN 83-0810653 | Advisory (Participants) | $300,610 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER POE ATTORNEYS AT LAW Service code 29 · EIN 56-0928467 | Legal | $8,608 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$164,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,509 | $53,136+74.1% | $155,509-40.5% | $199,593-53.7% |
| Participation rate | 90.6% | 64.1%+26.5pp | 78.2%+12.4pp | 72.0%+18.6pp |
| Annual return | 16.50% | 41.15%-24.6pp | 64.67%-48.2pp | 34.25%-17.7pp |
| Employer contribution / active EE | $1,715 | $1,851-7.4% | $4,672-63.3% | $3,034-43.5% |
| Participant deferral / active EE | $5,655 | $3,161+78.9% | $5,626+0.5% | $5,087+11.2% |
| Admin fee / account holder | $39 | $185-79.0% | $15,912-99.8% | $269-85.5% |