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.
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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 |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Filed as: THE HUNTINGTON INVESTMENT CO Service code 49 · EIN 31-1316299 | Other Services | $8,183 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,767 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,274 | $46,732-35.2% | $156,549-80.7% | $55,167-45.1% |
| Participation rate | 98.5% | 65.8%+32.7pp | 84.0%+14.5pp | 69.0%+29.5pp |
| Annual return | 6.12% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,345 | $2,105-36.1% | $5,501-75.5% | $1,963-31.5% |
| Participant deferral / active EE | $1,343 | $2,204-39.1% | $4,871-72.4% | $3,054-56.0% |
| Admin fee / account holder | $23 | $418-94.5% | $13,027-99.8% | $504-95.4% |