Filed September 20, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $34,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,773 | $62,132-69.8% | $185,823-89.9% | $73,488-74.5% |
| Participation rate | 44.6% | 67.8%-23.2pp | 78.0%-33.4pp | 70.7%-26.1pp |
| Annual return | 19.81% | 20.44%-0.6pp | 35.95%-16.1pp | 28.51%-8.7pp |
| Employer contribution / active EE | $588 | $1,681-65.0% | $4,087-85.6% | $2,270-74.1% |
| Participant deferral / active EE | $1,323 | $3,711-64.3% | $5,632-76.5% | $3,740-64.6% |
| Admin fee / account holder | $122 | $419-70.8% | $9,500-98.7% | $513-76.2% |