Filed December 2, 2020 (most recent of 9 filings on file)
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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.
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| Provider | Service type | Compensation |
|---|---|---|
OAK ASSOCIATES5+ years Service code 28 · EIN 34-1818085 | Investment Management | $171,594 |
INTEGRITY ASSET MANAGEMENT5+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $94,681 |
HUNTINGTON NATIONAL BANK3 years Service code 13 · EIN 31-0966785 | Contract Administrator | $82,452 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 20.75% | 34.64%-13.9pp | 20.73%0pp | 21.83%-1.1pp |
| Employer contribution / active EE | $15,918 | $7,654+108.0% | $36,500-56.4% | $12,237+30.1% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |