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) | $32,782 |
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 | $142,659 | $99,957+42.7% | $149,696-4.7% | $73,488+94.1% |
| Participation rate | 86.6% | 75.7%+10.9pp | 82.5%+4.1pp | 70.7%+15.9pp |
| Annual return | 15.46% | 53.87%-38.4pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,818 | $3,191-43.0% | $4,644-60.9% | $2,270-19.9% |
| Participant deferral / active EE | $4,847 | $6,073-20.2% | $6,842-29.2% | $3,740+29.6% |
| Admin fee / account holder | $216 | $551-60.8% | $9,309-97.7% | $513-58.0% |