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 BANK4+ years Service code 27 40 PEARL ST NW MI 230 · GRAND RAPIDS, MI 49506 | Advisory (Plan) | $25,255 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,436 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,683 | $65,435-53.1% | $86,677-64.6% | $66,914-54.1% |
| Participation rate | 98.3% | 75.5%+22.8pp | 76.6%+21.7pp | 69.8%+28.5pp |
| Annual return | -12.40% | -10.89%-1.5pp | 35.91%-48.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $737 | $2,153-65.8% | $2,836-74.0% | $2,544-71.0% |
| Participant deferral / active EE | $3,597 | $4,100-12.3% | $4,656-22.7% | $4,237-15.1% |
| Admin fee / account holder | $162 | $642-74.8% | $7,493-97.8% | $593-72.7% |