See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Filed as: HUNTINGTON INVESTMENT CO. Service code 55 41 S. HIGH ST., 7TH FL. · COLUMBUS, OH 43215 | Other Commissions | $38,609 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,952 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $553 |
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 | $92,496 | $63,924+44.7% | $108,579-14.8% | $55,167+67.7% |
| Participation rate | 74.2% | 74.3%-0.2pp | 79.6%-5.4pp | 69.0%+5.2pp |
| Annual return | 6.46% | 15.31%-8.9pp | -51.70%+58.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $870 | $1,879-53.7% | $3,758-76.8% | $1,963-55.7% |
| Participant deferral / active EE | $3,705 | $3,067+20.8% | $4,311-14.1% | $3,054+21.3% |
| Admin fee / account holder | $237 | $618-61.6% | $7,645-96.9% | $504-52.9% |