Filed December 24, 1992
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 | $3,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,407 | $46,072+24.6% | $70,014-18.0% | $55,167+4.1% |
| Participation rate | 86.4% | 67.5%+18.9pp | 71.8%+14.5pp | 69.0%+17.4pp |
| Annual return | 0.61% | 8.68%-8.1pp | 12.99%-12.4pp | 169.23%-168.6pp |
| Employer contribution / active EE | $1,255 | $1,500-16.3% | $2,338-46.3% | $1,963-36.0% |
| Participant deferral / active EE | $3,407 | $2,344+45.4% | $2,931+16.2% | $3,054+11.5% |
| Admin fee / account holder | $11 | $428-97.5% | $4,380-99.8% | $504-97.9% |