Filed April 26, 2021
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, N.A. Service code 19 200 E JACKSON ST · MUNCIE, IN 47305 | Securities Custodian | $53,627 |
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 | $185,076 | $80,177+130.8% | $123,892+49.4% | $57,658+221.0% |
| Participation rate | 98.8% | 74.4%+24.3pp | 81.4%+17.4pp | 70.2%+28.6pp |
| Annual return | 13.24% | 17.90%-4.7pp | 47.52%-34.3pp | 5.13%+8.1pp |
| Employer contribution / active EE | $15,194 | $2,913+421.7% | $4,617+229.1% | $1,974+669.8% |
| Participant deferral / active EE | $6,134 | $5,130+19.6% | $5,984+2.5% | $3,061+100.4% |
| Admin fee / account holder | $130 | $106+22.7% | $8,357-98.4% | $95+38.0% |