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 | $12,660 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,036 | $72,448-46.1% | $118,746-67.1% | $69,631-43.9% |
| Participation rate | 99.6% | 79.7%+20.0pp | 78.3%+21.3pp | 70.7%+28.9pp |
| Annual return | 18.68% | 19.06%-0.4pp | 24.54%-5.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,734 | $3,771-54.0% | $4,193-58.7% | $2,032-14.7% |
| Participant deferral / active EE | $1,876 | $4,943-62.0% | $5,332-64.8% | $3,224-41.8% |
| Admin fee / account holder | $34 | $99-65.8% | $10,720-99.7% | $110-69.4% |