Filed August 31, 2005 (most recent of 2 filings on file)
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) | $42,593 |
WILLIAM VAUGHAN COMPANY2 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $11,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $91,476 | $183,540-50.2% | $92,893-1.5% | - |
| Participation rate | 68.3% | 69.1%-0.9pp | 76.0%-7.7pp | - |
| Annual return | 21.80% | 7.80%+14.0pp | 109.41%-87.6pp | - |
| Employer contribution / active EE | $1,455 | $2,217-34.4% | $3,653-60.2% | - |
| Participant deferral / active EE | $3,702 | $3,031+22.2% | $4,236-12.6% | - |
| Admin fee / account holder | $262 | $9,074-97.1% | $5,794-95.5% | - |