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) | $31,217 |
MIAMI INDUSTRIAL TRUCKS3+ years Service code 99 2830 EAST RIVER RD · DAYTON, OH 45439 | Other Fees | $21,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,953 | $52,639-14.6% | $185,117-75.7% | $62,292-27.8% |
| Participation rate | 99.2% | 63.9%+35.4pp | 77.3%+21.9pp | 69.5%+29.7pp |
| Annual return | 13.60% | 19.57%-6.0pp | 40.50%-26.9pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,488 | $1,483+0.4% | $4,182-64.4% | $2,042-27.1% |
| Participant deferral / active EE | $2,888 | $3,097-6.8% | $5,045-42.8% | $3,169-8.9% |
| Admin fee / account holder | $308 | $374-17.5% | $8,159-96.2% | $479-35.7% |