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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $29,936 |
HUNTINGTON NATIONAL BANK3+ years Filed as: THE HUNTINGTON NATIONAL BANK Service code 20 · EIN 38-0966785 PO BOX 1558 · COLUMBUS, OH 43126 | Trustee (individual) | $12,569 |
Filed as: PERSHING ADVISORS SOLUTIONS Service code 19 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities Custodian | $11,609 |
Filed as: FIFTH THIRD BANK RETIREMENT SVCS Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $10,734 |
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 | Insurance Broker | $0 |
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 | $140,075 | $64,909+115.8% | $82,313+70.2% | $62,292+124.9% |
| Participation rate | 88.3% | 74.9%+13.5pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 14.60% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,136 | $1,676-32.2% | $2,428-53.2% | $2,042-44.4% |
| Participant deferral / active EE | $2,911 | $3,103-6.2% | $3,706-21.4% | $3,169-8.1% |
| Admin fee / account holder | $341 | $440-22.4% | $5,608-93.9% | $479-28.9% |