Filed May 25, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $845,460 |
Filed as: ARY ROEPCKE MULCHAEY PC Service code 10 · EIN 52-2370901 | Accounting | $59,520 |
Filed as: PWC Service code 70 · EIN 13-4008324 | Consulting Fees | $45,000 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGON NATIONAL BANK Service code 15 · EIN 31-0724920 | Recordkeeping | $34,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,249 | $112,134-57.9% | $149,718-68.4% | $80,976-41.7% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.1%+10.3pp | 68.3%+29.1pp |
| Annual return | 18.13% | 17.23%+0.9pp | 1501.63%-1483.5pp | 22.91%-4.8pp |
| Employer contribution / active EE | $2,223 | $3,991-44.3% | $5,445-59.2% | $2,402-7.5% |
| Participant deferral / active EE | $4,519 | $6,036-25.1% | $6,569-31.2% | $3,848+17.4% |
| Admin fee / account holder | $53 | $109-51.8% | $11,283-99.5% | $67-22.0% |