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 | $232,895 |
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 | $63,297 | $80,354-21.2% | $133,980-52.8% | $63,975-1.1% |
| Participation rate | 97.0% | 87.5%+9.5pp | 87.1%+10.0pp | 71.1%+25.9pp |
| Annual return | 15.33% | 13.11%+2.2pp | 29.30%-14.0pp | 48.65%-33.3pp |
| Employer contribution / active EE | $1,674 | $3,503-52.2% | $5,211-67.9% | $2,182-23.3% |
| Participant deferral / active EE | $5,161 | $5,239-1.5% | $6,282-17.8% | $3,356+53.8% |
| Admin fee / account holder | $56 | $69-19.1% | $9,324-99.4% | $70-20.4% |