Filed December 27, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Filed as: HUNTINGTON INVESTMENT Service code 27 · EIN 95-2834236 | Advisory (Plan) | $37,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,025 |
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 | $82,513 | $80,177+2.9% | $123,892-33.4% | $57,658+43.1% |
| Participation rate | 99.1% | 74.4%+24.7pp | 81.4%+17.7pp | 70.2%+28.9pp |
| Annual return | 12.50% | 17.90%-5.4pp | 47.52%-35.0pp | 5.13%+7.4pp |
| Employer contribution / active EE | $5,002 | $2,913+71.7% | $4,617+8.3% | $1,974+153.4% |
| Participant deferral / active EE | $8,838 | $5,130+72.3% | $5,984+47.7% | $3,061+188.8% |
| Admin fee / account holder | $101 | $106-5.2% | $8,357-98.8% | $95+6.6% |