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 |
|---|---|---|
FIRST MERCHANTS TRUST CO1+ years Service code 21 200 E JACKSON ST · MUNCIE, IN 47305 | Bank Trustee | $10,815 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,918 | $37,117-67.9% | $147,614-91.9% | $55,191-78.4% |
| Participation rate | 75.7% | 63.6%+12.1pp | 84.6%-8.9pp | 69.2%+6.6pp |
| Annual return | -1.19% | 3.44%-4.6pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $524 | $1,620-67.7% | $5,564-90.6% | $1,899-72.4% |
| Participant deferral / active EE | $487 | $1,985-75.5% | $4,895-90.1% | $3,046-84.0% |
| Admin fee / account holder | $49 | $86-43.1% | $11,611-99.6% | $91-46.3% |