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 7-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 |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON NATIONAL BANK. Service code 27 40 PEARL ST NW MI 230 · GRAND RAPIDS, MI 49506 | Advisory (Plan) | $7,685 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,040 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,113 | $73,638-36.0% | $95,952-50.9% | $73,488-35.9% |
| Participation rate | 97.3% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 27.93% | 16.78%+11.2pp | 91.61%-63.7pp | 28.51%-0.6pp |
| Employer contribution / active EE | $698 | $1,863-62.5% | $2,541-72.5% | $2,270-69.3% |
| Participant deferral / active EE | $3,410 | $3,617-5.7% | $4,167-18.2% | $3,740-8.8% |
| Admin fee / account holder | $94 | $482-80.5% | $6,795-98.6% | $513-81.7% |