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 7-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 BANK1 year Filed as: THE HUNTINGTON INVESTMENT CO. 31-13 Service code 49 | Other Services | $7,894 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,878 |
HUNTINGTON NATIONAL BANK5+ years Filed as: THE HUNTINGTON INVESTMENT CO. Service code 49 · EIN 31-1316299 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 21 · EIN 95-2755361 | Bank Trustee | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORATED 95 Service code 21 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,462 | $62,928-78.6% | $172,739-92.2% | $67,579-80.1% |
| Participation rate | 72.9% | 64.5%+8.5pp | 82.6%-9.7pp | 71.3%+1.7pp |
| Annual return | 18.63% | 30.36%-11.7pp | 802.84%-784.2pp | 378.56%-359.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $547 | $2,145-74.5% | $5,198-89.5% | $3,539-84.6% |
| Admin fee / account holder | $24 | $167-85.8% | $13,954-99.8% | $142-83.4% |