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 9-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 |
|---|---|---|
HUNTINGTON NATIONAL BANK3+ years Filed as: THE HUNTINGTON INVESTMENT CO Service code 49 · EIN 31-1316299 | Other Services | $9,252 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,250 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $36,217 | $55,453-34.7% | $170,442-78.8% | $62,292-41.9% |
| Participation rate | 92.5% | 66.4%+26.1pp | 83.6%+8.9pp | 69.5%+23.0pp |
| Annual return | 17.88% | 21.38%-3.5pp | 205.93%-188.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,293 | $2,164-40.2% | $5,433-76.2% | $2,042-36.7% |
| Participant deferral / active EE | $1,334 | $2,303-42.1% | $4,939-73.0% | $3,169-57.9% |
| Admin fee / account holder | $20 | $455-95.5% | $13,880-99.9% | $479-95.7% |