Filed February 24, 2011
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) | $29,621 |
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 | $49,782 | $42,396+17.4% | $67,313-26.0% | $56,287-11.6% |
| Participation rate | 94.8% | 61.0%+33.8pp | 69.1%+25.7pp | 69.9%+24.9pp |
| Annual return | -5.71% | -36.63%+30.9pp | -4.08%-1.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,695 | $1,414+19.9% | $2,566-33.9% | $2,111-19.7% |
| Participant deferral / active EE | $3,873 | $2,360+64.2% | $3,568+8.6% | $3,350+15.6% |
| Admin fee / account holder | $136 | $510-73.3% | $4,507-97.0% | $521-73.9% |