Filed February 22, 2006
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,708 |
HUNTINGTON NATIONAL BANK2+ years Service code 16 41 S. HIGH STREET · COLUMBUS, OH 43215 | Consulting | $14,481 |
PLANTE & MORAN, PLLC1 year Service code 10 16060 COLLECTIONS CENTER DR. · CHICAGO, IL 60693 | Accounting | $7,750 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON INVESTMENT CORP. Service code 27 41 S. HIGH ST. · COLUMBUS, OH 43215 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,538 | $36,916-79.6% | $156,549-95.2% | $57,658-86.9% |
| Participation rate | 70.5% | 63.4%+7.1pp | 84.0%-13.5pp | 70.2%+0.3pp |
| Annual return | 4.68% | 12.38%-7.7pp | 32.23%-27.5pp | 5.13%-0.5pp |
| Employer contribution / active EE | $656 | $1,571-58.2% | $5,501-88.1% | $1,974-66.8% |
| Participant deferral / active EE | $959 | $1,926-50.2% | $4,871-80.3% | $3,061-68.7% |
| Admin fee / account holder | $112 | $82+36.2% | $13,027-99.1% | $95+18.9% |