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 Filed as: FIRST MERCHANTS TRUST COMPANY Service code 37 · EIN 35-0508403 | Loan Processing | $49,560 |
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 | $63,233 | $72,770-13.1% | $67,652-6.5% | $55,191+14.6% |
| Participation rate | 99.1% | 78.8%+20.3pp | 75.7%+23.4pp | 69.2%+29.9pp |
| Annual return | -0.85% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,371 | $1,769-22.5% | $2,266-39.5% | $1,899-27.8% |
| Participant deferral / active EE | $3,254 | $3,408-4.5% | $3,560-8.6% | $3,046+6.8% |
| Admin fee / account holder | $135 | $79+70.9% | $4,821-97.2% | $91+48.4% |