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 | $223,255 |
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 | $73,868 | $89,274-17.3% | $149,718-50.7% | $77,958-5.2% |
| Participation rate | 96.8% | 87.6%+9.2pp | 87.1%+9.7pp | 71.6%+25.1pp |
| Annual return | 15.49% | 20.36%-4.9pp | 1501.63%-1486.1pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,813 | $3,727-51.3% | $5,445-66.7% | $2,310-21.5% |
| Participant deferral / active EE | $5,771 | $5,382+7.2% | $6,569-12.1% | $3,537+63.2% |
| Admin fee / account holder | $54 | $240-77.4% | $11,283-99.5% | $97-44.4% |