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 PRIVATE WEALTH ADVI Service code 19 200 E JACKSON ST · MUNCIE, IN 47305 | Securities Custodian | $74,994 |
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 | $178,942 | $75,388+137.4% | $123,544+44.8% | $55,725+221.1% |
| Participation rate | 99.7% | 75.7%+24.0pp | 82.3%+17.4pp | 70.9%+28.8pp |
| Annual return | -0.19% | 4.48%-4.7pp | 119.20%-119.4pp | 244.93%-245.1pp |
| Employer contribution / active EE | $16,008 | $3,063+422.6% | $4,628+245.9% | $2,078+670.3% |
| Participant deferral / active EE | $7,435 | $5,651+31.6% | $6,426+15.7% | $3,356+121.6% |
| Admin fee / account holder | $165 | $120+37.9% | $9,284-98.2% | $115+43.4% |