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 BANK1 year Service code 13 519 MADISON AVE MAD30 · TOLEDO, OH 43604 | Contract Administrator | $27,574 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,707 |
HUNTINGTON NATIONAL BANK6+ years Filed as: HUNTINGTON INVESTMENT CO. Service code 55 41 S. HIGH ST., 7TH FL. · COLUMBUS, OH 43215 | Other Commissions | $20,610 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,097 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Contract Administrator | $540 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,905 | $81,474+26.3% | $133,956-23.2% | $73,488+40.0% |
| Participation rate | 91.1% | 76.4%+14.7pp | 79.8%+11.2pp | 70.7%+20.4pp |
| Annual return | 17.70% | 19.40%-1.7pp | 45.09%-27.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,241 | $2,209-43.8% | $3,919-68.3% | $2,270-45.3% |
| Participant deferral / active EE | $4,434 | $3,786+17.1% | $5,048-12.2% | $3,740+18.6% |
| Admin fee / account holder | $212 | $713-70.3% | $8,927-97.6% | $513-58.7% |