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 |
|---|---|---|
OAK ASSOCIATES6+ years Service code 28 · EIN 34-1818085 | Investment Management | $168,064 |
INTEGRITY ASSET MANAGEMENT6+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $99,585 |
Service code 13 · EIN 34-0797057 | Contract Administrator | $47,370 |
HUNTINGTON NATIONAL BANK4 years Service code 13 · EIN 31-0966785 | Contract Administrator | $13,395 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 13.39% | 12.77%+0.6pp | 90.60%-77.2pp | 12.86%+0.5pp |
| Employer contribution / active EE | $57,583 | $8,963+542.5% | $32,727+76.0% | $13,687+320.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |