Filed November 10, 2010
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 8-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 |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | Actuarial | $62,013 |
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP Service code 27 201 E 5TH ST #1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $25,000 |
US BANK2+ years Service code 13 · EIN 41-6271370 | Contract Administrator | $16,144 |
JOHNSON BANK2+ years Filed as: JOHNSON INVESTMENT CO. Service code 27 · EIN 31-1801770 | Advisory (Plan) | $15,303 |
DINSMORE & SHOHL LLP2+ years Filed as: DINSMORE & SHOHL Service code 29 · EIN 31-0263070 | Legal | $13,123 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 27 303 BROADWAY #1200 · CINCINNATI, OH 45202 | Advisory (Plan) | $12,224 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $9,100 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE SERVICES Service code 17 312 ELM ST #2200 · CINCINNATI, OH 45202 | Pension Consulting | $8,742 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 3.77% | 4.08%-0.3pp | 3.97%-0.2pp | 11.88%-8.1pp |
| Employer contribution / active EE | $35,437 | $19,692+80.0% | $28,168+25.8% | $14,612+142.5% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |