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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,425 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 | Insurance Broker | $18,487 |
HUNTINGTON NATIONAL BANK3+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $4,582 |
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 | $55,021 | $64,909-15.2% | $82,313-33.2% | $62,292-11.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.39% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,216 | $1,676-27.4% | $2,428-49.9% | $2,042-40.5% |
| Participant deferral / active EE | $2,574 | $3,103-17.1% | $3,706-30.5% | $3,169-18.8% |
| Admin fee / account holder | $220 | $440-49.8% | $5,608-96.1% | $479-54.0% |