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 CO4 years Filed as: FIRST MERCHANTS PRIVATE WEALTH ADVI Service code 19 200 E JACKSON ST · MUNCIE, IN 47305 | Securities Custodian | $89,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,905 | $100,801+122.1% | $149,696+49.6% | $73,409+205.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 28.40% | 265.34%-236.9pp | 276.60%-248.2pp | 59.29%-30.9pp |
| Employer contribution / active EE | $16,415 | $3,312+395.7% | $4,644+253.5% | $2,234+634.9% |
| Participant deferral / active EE | $7,766 | $6,404+21.3% | $6,842+13.5% | $3,805+104.1% |
| Admin fee / account holder | $158 | $181-12.3% | $9,309-98.3% | $158+0.4% |