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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,291 |
HUNTINGTON NATIONAL BANK2 years Filed as: HUNTINGTON INVESTMENT Service code 27 · EIN 31-0966785 | Advisory (Plan) | $12,148 |
HUNTINGTON NATIONAL BANK1 year Service code 27 · EIN 31-1316299 | Advisory (Plan) | $9,236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,884 | $72,492+25.4% | $87,100+4.3% | $72,985+24.5% |
| Participation rate | 90.3% | 72.8%+17.5pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 21.58% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,760 | $1,894-7.0% | $2,521-30.2% | $2,440-27.8% |
| Participant deferral / active EE | $5,451 | $3,270+66.7% | $4,049+34.7% | $3,607+51.1% |
| Admin fee / account holder | $373 | $5,055-92.6% | $7,497-95.0% | $5,124-92.7% |