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 PRIVATE WEALTH ADV. 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 | $76,055 | $95,776-20.6% | $162,163-53.1% | $77,787-2.2% |
| Participation rate | 97.7% | 88.6%+9.0pp | 87.6%+10.1pp | 73.2%+24.5pp |
| Annual return | 30.03% | 37.03%-7.0pp | 115.59%-85.6pp | 32.57%-2.5pp |
| Employer contribution / active EE | $2,352 | $3,874-39.3% | $5,614-58.1% | $2,504-6.1% |
| Participant deferral / active EE | $3,804 | $6,125-37.9% | $7,298-47.9% | $3,967-4.1% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |