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 | $184,441 |
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 | $71,819 | $82,546-13.0% | $140,016-48.7% | $75,289-4.6% |
| Participation rate | 97.5% | 88.4%+9.1pp | 87.5%+10.0pp | 72.4%+25.0pp |
| Annual return | -3.71% | -0.36%-3.3pp | 651.12%-654.8pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,906 | $3,856-50.6% | $5,606-66.0% | $2,405-20.7% |
| Participant deferral / active EE | $6,275 | $5,731+9.5% | $6,927-9.4% | $3,739+67.8% |
| Admin fee / account holder | $44 | $86-48.5% | $10,705-99.6% | $102-56.8% |