Filed December 29, 2011 (most recent of 3 filings on file)
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 |
|---|---|---|
FIRST MERCHANTS TRUST CO2+ years Filed as: FIRST MERCHANTS TRUST COMPANY Service code 15 · EIN 35-0508403 | Recordkeeping | $0 |
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 | $65,832 | $80,354-18.1% | $133,980-50.9% | $63,975+2.9% |
| Participation rate | 95.2% | 87.5%+7.6pp | 87.1%+8.1pp | 71.1%+24.0pp |
| Annual return | 20.66% | 13.11%+7.5pp | 29.30%-8.6pp | 48.65%-28.0pp |
| Employer contribution / active EE | $2,282 | $3,503-34.9% | $5,211-56.2% | $2,182+4.6% |
| Participant deferral / active EE | $3,401 | $5,239-35.1% | $6,282-45.9% | $3,356+1.3% |
| Admin fee / account holder | $1 | $69-97.9% | $9,324-100.0% | $70-97.9% |