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 | $218,286 |
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 | $78,783 | $95,776-17.7% | $162,163-51.4% | $77,787+1.3% |
| Participation rate | 96.7% | 88.6%+8.1pp | 87.6%+9.2pp | 73.2%+23.5pp |
| Annual return | 23.84% | 37.03%-13.2pp | 115.59%-91.8pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,871 | $3,874-51.7% | $5,614-66.7% | $2,504-25.3% |
| Participant deferral / active EE | $6,284 | $6,125+2.6% | $7,298-13.9% | $3,967+58.4% |
| Admin fee / account holder | $47 | $88-46.9% | $10,843-99.6% | $100-53.5% |