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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $56,648 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Plan) | $12,156 |
WILLIAM VAUGHAN COMPANY5 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $8,500 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $8,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,279 | $64,119+64.2% | $112,228-6.2% | $66,914+57.3% |
| Participation rate | 68.1% | 68.5%-0.4pp | 75.1%-7.0pp | 69.8%-1.7pp |
| Annual return | -16.46% | -13.81%-2.7pp | 27.45%-43.9pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,176 | $3,005-27.6% | $3,635-40.1% | $2,544-14.5% |
| Participant deferral / active EE | $5,221 | $3,693+41.4% | $4,728+10.4% | $4,237+23.2% |
| Admin fee / account holder | $467 | $625-25.3% | $6,410-92.7% | $593-21.3% |