Filed October 26, 2006 (most recent of 3 filings on file)
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) | $31,748 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,615 | $89,652+31.2% | $141,162-16.7% | $65,185+80.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.5%+3.2pp | 70.2%+15.5pp |
| Annual return | 18.39% | 32.79%-14.4pp | 71.39%-53.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,573 | $3,065-48.7% | $4,735-66.8% | $2,177-27.7% |
| Participant deferral / active EE | $4,269 | $5,691-25.0% | $6,709-36.4% | $3,514+21.5% |
| Admin fee / account holder | $202 | $569-64.4% | $10,261-98.0% | $847-76.1% |