Filed March 27, 2014 (most recent of 4 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 | $383,458 |
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 | $55,149 | $75,760-27.2% | $123,104-55.2% | $59,188-6.8% |
| Participation rate | 97.7% | 86.0%+11.6pp | 86.8%+10.9pp | 69.4%+28.2pp |
| Annual return | 1.62% | 2.93%-1.3pp | 13.22%-11.6pp | 5.51%-3.9pp |
| Employer contribution / active EE | $1,759 | $3,415-48.5% | $5,151-65.8% | $2,098-16.1% |
| Participant deferral / active EE | $4,744 | $5,000-5.1% | $6,230-23.9% | $3,265+45.3% |
| Admin fee / account holder | $94 | $61+54.8% | $9,015-99.0% | $92+2.0% |