Filed October 18, 2004 (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) | $39,735 |
DAVENPORT HANF & COMPANY LLC2+ years Service code 10 28276 KENSINGTON LANE · PERRYSBURG, OH 43551 | Accounting | $8,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $152,645 | $60,349+152.9% | $74,183+105.8% | $62,891+142.7% |
| Participation rate | 97.9% | 72.7%+25.1pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 5.47% | 21.37%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,326 | $1,680+38.5% | $2,370-1.8% | $2,281+2.0% |
| Participant deferral / active EE | $3,654 | $2,856+27.9% | $3,550+2.9% | $3,203+14.1% |
| Admin fee / account holder | $401 | $4,261-90.6% | $5,586-92.8% | $4,296-90.7% |