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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | Actuarial | $101,633 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $24,861 |
FUND DIRECT ADVISORS3+ years Filed as: FUND EVALUATION GROUP Service code 27 201 E 5TH ST #1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $23,725 |
US BANK3+ years Service code 13 · EIN 41-6271370 | Contract Administrator | $16,372 |
JOHNSON BANK3+ years Filed as: JOHNSON INVESTMENT CO. Service code 27 · EIN 31-1801770 | Advisory (Plan) | $14,265 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $13,400 |
USI CONSULTING GROUP2 years Filed as: USI INSURANCE SERVICES Service code 17 312 ELM ST #2200 · CINCINNATI, OH 45202 | Pension Consulting | $8,742 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 27 303 BROADWAY #1200 · CINCINNATI, OH 45202 | Advisory (Plan) | $8,505 |
Filed as: CLEAR ARC CAPITAL Service code 17 580 WALNUT ST · CINCINNATI, OH 45202 | Pension Consulting | $6,838 |
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 7.76% | 11.00%-3.2pp | 9.39%-1.6pp | 10.41%-2.7pp |
| Employer contribution / active EE | $21,735 | $16,132+34.7% | $33,466-35.1% | $14,691+47.9% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |