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 IL BANK & TRUST Service code 26 · EIN 83-0810653 | Advisory (Participants) | $185,158 |
Filed as: FIRST MID WEALTH MANAGEMENT COMPANY Service code 26 · EIN 37-0404035 | Advisory (Participants) | $164,360 |
WEST & COMPANY, LLC4 years Service code 10 · EIN 37-0980065 | Accounting | $17,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$284,061 |
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 | $90,080 | $56,095+60.6% | $178,490-49.5% | $90,288-0.2% |
| Participation rate | 88.8% | 65.6%+23.2pp | 81.9%+6.8pp | 73.4%+15.4pp |
| Annual return | 18.83% | 28.81%-10.0pp | 151.07%-132.2pp | 53.97%-35.1pp |
| Employer contribution / active EE | $1,455 | $1,572-7.5% | $5,011-71.0% | $2,524-42.4% |
| Participant deferral / active EE | $4,237 | $2,669+58.8% | $5,202-18.5% | $4,232+0.1% |
| Admin fee / account holder | $32 | $101-68.6% | $13,984-99.8% | $114-72.3% |