Filed March 14, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 Service code 10 · EIN 31-0966785 | Accounting | $6,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,795 | $56,629-24.4% | $77,999-45.1% | $55,167-22.4% |
| Participation rate | 66.7% | 73.3%-6.6pp | 75.5%-8.9pp | 69.0%-2.3pp |
| Annual return | 7.59% | 2866.98%-2859.4pp | 425.96%-418.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $337 | $1,723-80.4% | $2,470-86.4% | $1,963-82.8% |
| Participant deferral / active EE | $1,939 | $2,777-30.2% | $3,497-44.6% | $3,054-36.5% |
| Admin fee / account holder | $36 | $467-92.2% | $5,480-99.3% | $504-92.8% |