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) | $50,784 |
WILLIAM VAUGHAN COMPANY3 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,406 | $69,362+73.6% | $101,248+18.9% | $73,488+63.8% |
| Participation rate | 75.9% | 68.4%+7.5pp | 75.8%+0.1pp | 70.7%+5.2pp |
| Annual return | 15.65% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,246 | $2,628-14.5% | $3,660-38.6% | $2,270-1.1% |
| Participant deferral / active EE | $5,145 | $3,300+55.9% | $4,370+17.7% | $3,740+37.6% |
| Admin fee / account holder | $347 | $704-50.7% | $5,945-94.2% | $513-32.4% |