Filed November 24, 2009 (most recent of 2 filings on file)
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 BANK2+ years Filed as: THE HUNTINGTON NATIONAL BANK Service code 19 · EIN 38-0966785 PO BOX 1558 · COLUMBUS, OH 43126 | Securities Custodian | $17,130 |
Filed as: FIFTH THIRD BANK RETIREMENT SVCS Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $9,140 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 10167 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,150 | $60,165+128.0% | $74,183+84.9% | $55,167+148.6% |
| Participation rate | 89.9% | 74.2%+15.8pp | 76.6%+13.3pp | 69.0%+21.0pp |
| Annual return | 3.41% | 10.00%-6.6pp | 17.74%-14.3pp | 169.23%-165.8pp |
| Employer contribution / active EE | $1,274 | $1,600-20.4% | $2,370-46.3% | $1,963-35.1% |
| Participant deferral / active EE | $2,740 | $2,973-7.8% | $3,550-22.8% | $3,054-10.3% |
| Admin fee / account holder | $123 | $419-70.7% | $5,586-97.8% | $504-75.6% |