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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $27,632 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,861 | $50,898-17.8% | $171,082-75.5% | $55,167-24.1% |
| Participation rate | 94.4% | 63.3%+31.1pp | 76.7%+17.7pp | 69.0%+25.4pp |
| Annual return | 7.78% | 15.34%-7.6pp | 32.56%-24.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,618 | $1,433+12.9% | $4,002-59.6% | $1,963-17.6% |
| Participant deferral / active EE | $2,604 | $2,994-13.0% | $4,797-45.7% | $3,054-14.7% |
| Admin fee / account holder | $173 | $500-65.4% | $8,520-98.0% | $504-65.7% |