Filed June 6, 2003
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 |
|---|---|---|
Filed as: PARK NATIONAL BANK Service code 21 · EIN 31-1198067 P O BOX 3500 50 N. THIRD STREET · NEWARK, OH 430583500 | Bank Trustee | $383,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,899 | $56,095-12.8% | $178,490-72.6% | $90,288-45.8% |
| Participation rate | 98.9% | 65.6%+33.4pp | 81.9%+17.0pp | 73.4%+25.6pp |
| Annual return | 15.63% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $3,231 | $1,572+105.5% | $5,011-35.5% | $2,524+28.0% |
| Participant deferral / active EE | $3,573 | $2,669+33.9% | $5,202-31.3% | $4,232-15.6% |
| Admin fee / account holder | $120 | $101+19.7% | $13,984-99.1% | $114+5.6% |