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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,322 |
HUNTINGTON NATIONAL BANK5+ years Filed as: THE HUNTINGTON INVESTMENT CO Service code 49 · EIN 31-1316299 | Other Services | $5,350 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $38,635 | $52,953-27.0% | $172,739-77.6% | $65,185-40.7% |
| Participation rate | 99.3% | 66.2%+33.1pp | 82.6%+16.6pp | 70.2%+29.1pp |
| Annual return | 23.66% | 30.12%-6.5pp | 802.84%-779.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,531 | $2,190-30.1% | $5,143-70.2% | $2,177-29.7% |
| Participant deferral / active EE | $1,494 | $2,471-39.5% | $5,198-71.3% | $3,514-57.5% |
| Admin fee / account holder | $127 | $472-73.1% | $13,954-99.1% | $847-85.0% |