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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.
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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 BANK4+ years Filed as: THE HUNTINGTON INVESTMENT CO Service code 49 · EIN 31-1316299 | Other Services | $10,214 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,891 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $31,445 | $47,977-34.5% | $154,107-79.6% | $56,287-44.1% |
| Participation rate | 95.6% | 66.2%+29.4pp | 83.0%+12.5pp | 69.9%+25.7pp |
| Annual return | -3.99% | 3.54%-7.5pp | 735.12%-739.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,342 | $2,169-38.1% | $5,298-74.7% | $2,111-36.4% |
| Participant deferral / active EE | $1,362 | $2,392-43.0% | $5,081-73.2% | $3,350-59.3% |
| Admin fee / account holder | $17 | $438-96.0% | $13,411-99.9% | $521-96.7% |