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 |
|---|---|---|
HUNTINGTON NATIONAL BANK3+ years Service code 60 519 MADISON AVE · TOLEDO, OH 43604 | Sub-TA Fees | $16,713 |
DINSMORE & SHOHL LLP1 year Filed as: DINSMORE AND SHOHL LLP Service code 29 PO BOX 639038 · CINCINNATI, OH 45263 | Legal | $5,574 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,375 | $46,173-77.5% | $170,442-93.9% | $69,631-85.1% |
| Participation rate | 63.4% | 63.9%-0.5pp | 83.6%-20.2pp | 70.7%-7.3pp |
| Annual return | 17.79% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,165 | $1,610-27.6% | $5,433-78.6% | $2,032-42.7% |
| Participant deferral / active EE | $1,091 | $2,080-47.6% | $4,939-77.9% | $3,224-66.2% |
| Admin fee / account holder | $114 | $116-1.5% | $13,880-99.2% | $110+3.4% |