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) | $413,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$368,833 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,550 | $67,512+46.0% | $185,823-47.0% | $93,030+5.9% |
| Participation rate | 89.3% | 67.1%+22.2pp | 81.7%+7.6pp | 73.9%+15.4pp |
| Annual return | 16.28% | 21.04%-4.8pp | 122.05%-105.8pp | 158.70%-142.4pp |
| Employer contribution / active EE | $1,543 | $1,783-13.5% | $5,167-70.1% | $2,706-43.0% |
| Participant deferral / active EE | $4,759 | $3,035+56.8% | $5,568-14.5% | $4,562+4.3% |
| Admin fee / account holder | $17 | $318-94.6% | $16,237-99.9% | $152-88.7% |