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 10-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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,997 |
HUNTINGTON NATIONAL BANK5+ years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 16 41 S. HIGH STREET · COLUMBUS, OH 43215 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,017 | $49,138-20.6% | $84,015-53.6% | $65,185-40.1% |
| Participation rate | 58.0% | 60.7%-2.7pp | 69.0%-11.0pp | 70.2%-12.2pp |
| Annual return | 24.66% | 23.00%+1.7pp | 71.31%-46.6pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,052 | $914+15.2% | $1,983-46.9% | $2,177-51.7% |
| Participant deferral / active EE | $2,120 | $2,397-11.5% | $3,239-34.5% | $3,514-39.7% |
| Admin fee / account holder | $322 | $543-40.8% | $6,101-94.7% | $847-62.0% |