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, INC Service code 11 · EIN 34-1213174 | Actuarial | $83,740 |
FUND DIRECT ADVISORS5+ years Filed as: FUND EVALUATION GROUP Service code 27 201 E 5TH ST #1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $25,000 |
JOHNSON BANK5+ years Filed as: JOHNSON INVESTMENT CO. Service code 27 · EIN 31-1801770 | Advisory (Plan) | $21,696 |
Filed as: ALTRINSIC GLOBAL ADVISORS Service code 27 8 SOUND SHORE DR · GREENWICH, CT 06830 | Advisory (Plan) | $12,743 |
THOMPSON HINE3 years Service code 29 · EIN 34-0575300 | Legal | $10,906 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 27 303 BROADWAY #1200 · CINCINNATI, OH 45202 | Advisory (Plan) | $9,936 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $9,750 |
US BANK5+ years Service code 13 · EIN 41-6271370 | Contract Administrator | $9,342 |
USI CONSULTING GROUP4 years Filed as: USI INSURANCE SERVICES Service code 17 312 ELM ST #2200 · CINCINNATI, OH 45202 | Pension Consulting | $7,863 |
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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 12.44% | 12.03%+0.4pp | 12.93%-0.5pp | 13.59%-1.1pp |
| Employer contribution / active EE | $35,330 | $19,417+81.9% | $35,210+0.3% | $14,592+142.1% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |