Filed December 17, 2004
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 | $19,433 |
MIAMI INDUSTRIAL TRUCKS1+ years Service code 99 2830 EAST RIVER RD · DAYTON, OH 45439 | Other Fees | $12,145 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,223 | $45,283-13.4% | $155,790-74.8% | $52,331-25.0% |
| Participation rate | 91.8% | 62.2%+29.6pp | 76.1%+15.7pp | 68.1%+23.7pp |
| Annual return | -1.94% | 1.80%-3.7pp | 71.54%-73.5pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,706 | $1,329+28.4% | $3,836-55.5% | $1,882-9.4% |
| Participant deferral / active EE | $2,391 | $2,854-16.2% | $4,797-50.2% | $3,022-20.9% |
| Admin fee / account holder | $204 | $981-79.2% | $7,478-97.3% | $592-65.6% |