Filed June 8, 2009 (most recent of 5 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 |
|---|---|---|
HUNTINGTON NATIONAL BANK9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $25,437 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 | Investment Management | $20,035 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ, INC. Service code 11 · EIN 22-2769024 | Actuarial | $19,080 |
JACOB, HAXTON & BOORD, LLC9+ years Service code 14 · EIN 20-0754801 | Plan Administrator | $13,300 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,802-100.0% | $101,802-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 8.35% | 7.69%+0.7pp | 9.51%-1.2pp | 24.42%-16.1pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,079-100.0% |