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 | $171,205 |
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 | $92,363 | $110,699-16.6% | $177,821-48.1% | $90,288+2.3% |
| Participation rate | 97.4% | 88.3%+9.1pp | 87.7%+9.7pp | 73.4%+24.1pp |
| Annual return | 17.02% | 22.79%-5.8pp | 48.32%-31.3pp | 53.97%-36.9pp |
| Employer contribution / active EE | $2,021 | $4,118-50.9% | $5,918-65.9% | $2,524-19.9% |
| Participant deferral / active EE | $6,908 | $6,731+2.6% | $7,714-10.4% | $4,232+63.2% |
| Admin fee / account holder | $36 | $90-59.9% | $12,427-99.7% | $114-68.4% |