Filed April 17, 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 21 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Bank Trustee | $36,521 |
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 | $37,369 | $63,924-41.5% | $108,579-65.6% | $55,167-32.3% |
| Participation rate | 89.9% | 74.3%+15.5pp | 79.6%+10.3pp | 69.0%+20.9pp |
| Annual return | 5.94% | 15.31%-9.4pp | -51.70%+57.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $714 | $1,879-62.0% | $3,758-81.0% | $1,963-63.6% |
| Participant deferral / active EE | $1,578 | $3,067-48.6% | $4,311-63.4% | $3,054-48.3% |
| Admin fee / account holder | $191 | $618-69.0% | $7,645-97.5% | $504-62.1% |