Filed October 18, 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $33,499 |
WEALTH DIMENSIONS1+ years Service code 10 11300 CORNELL PARK DRIVE SUITE 300 · CINCINNATI, OH 45242 | Accounting | $30,000 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $10,000 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 10 · EIN 20-8874282 | Accounting | $10,000 |
KEATING MUETHING & KLEKAMP PLL2+ years Filed as: KEATING, MUETHING & KLEKAMP PLL Service code 10 · EIN 31-0570030 | Accounting | $6,750 |
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 | $43,136 | $85,635-49.6% | $123,892-65.2% | $63,975-32.6% |
| Participation rate | 89.2% | 74.9%+14.3pp | 81.4%+7.8pp | 71.1%+18.1pp |
| Annual return | 7.18% | 15.74%-8.6pp | 47.52%-40.3pp | 48.65%-41.5pp |
| Employer contribution / active EE | $992 | $3,076-67.7% | $4,617-78.5% | $2,182-54.5% |
| Participant deferral / active EE | $3,852 | $5,667-32.0% | $5,984-35.6% | $3,356+14.8% |
| Admin fee / account holder | $24 | $75-68.2% | $8,357-99.7% | $70-66.2% |