Filed December 2, 2020 (most recent of 9 filings on file)
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 |
|---|---|---|
FIRSTMERIT2 years Service code 13 · EIN 34-6509664 | Contract Administrator | $138,760 |
OAK ASSOCIATES3+ years Service code 28 · EIN 34-1818085 | Investment Management | $103,661 |
INTEGRITY ASSET MANAGEMENT3+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $86,233 |
HUNTINGTON NATIONAL BANK1 year Service code 13 · EIN 31-0966785 | Contract Administrator | $63,503 |
MANNING & NAPIER3+ years Service code 28 · EIN 16-0995736 | Investment Management | $53,410 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 16.45% | 26.60%-10.2pp | 10.16%+6.3pp | 17.84%-1.4pp |
| Employer contribution / active EE | $8,590 | $7,232+18.8% | $33,192-74.1% | $14,688-41.5% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |