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 MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $1,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,014 | $47,977+70.9% | $154,107-46.8% | $56,287+45.7% |
| Participation rate | 78.2% | 66.2%+12.0pp | 83.0%-4.9pp | 69.9%+8.3pp |
| Annual return | -5.66% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,985 | $2,169-8.5% | $5,298-62.5% | $2,111-6.0% |
| Participant deferral / active EE | $4,575 | $2,392+91.3% | $5,081-9.9% | $3,350+36.6% |
| Admin fee / account holder | $9 | $438-97.8% | $13,411-99.9% | $521-98.2% |