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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $46,256 |
DAVENPORT HANF & COMPANY LLC3+ years Service code 10 28276 KENSINGTON LANE · PERRYSBURG, OH 43551 | Accounting | $9,000 |
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 | $173,520 | $67,606+156.7% | $82,313+110.8% | $70,131+147.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.39% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,311 | $1,755-25.3% | $2,428-46.0% | $2,342-44.0% |
| Participant deferral / active EE | $3,864 | $2,987+29.4% | $3,706+4.3% | $3,332+16.0% |
| Admin fee / account holder | $464 | $4,512-89.7% | $5,608-91.7% | $4,645-90.0% |