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) | $350,387 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$158,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,379 | $50,127+70.3% | $149,673-43.0% | $80,160+6.5% |
| Participation rate | 90.6% | 64.3%+26.3pp | 78.8%+11.8pp | 72.9%+17.6pp |
| Annual return | 20.26% | 29.82%-9.6pp | 134.42%-114.2pp | 40.38%-20.1pp |
| Employer contribution / active EE | $1,724 | $1,865-7.6% | $4,818-64.2% | $2,978-42.1% |
| Participant deferral / active EE | $5,226 | $3,194+63.6% | $5,680-8.0% | $5,017+4.2% |
| Admin fee / account holder | $56 | $153-63.5% | $13,210-99.6% | $145-61.6% |