Filed April 5, 1995
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 | $8,216 |
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 | $60,902 | $59,231+2.8% | $90,223-32.5% | $52,331+16.4% |
| Participation rate | 99.2% | 75.0%+24.2pp | 79.0%+20.1pp | 68.1%+31.1pp |
| Annual return | 1.99% | 3.53%-1.5pp | 1.31%+0.7pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,401 | $3,391-29.2% | $4,378-45.2% | $1,882+27.6% |
| Participant deferral / active EE | $3,627 | $4,659-22.2% | $5,792-37.4% | $3,022+20.0% |
| Admin fee / account holder | $42 | $515-91.9% | $7,406-99.4% | $592-93.0% |