Filed November 22, 2008 (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) | $72,584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,174 | $50,666-28.6% | $76,817-52.9% | $65,185-44.5% |
| Participation rate | 88.8% | 68.8%+20.0pp | 72.1%+16.7pp | 70.2%+18.6pp |
| Annual return | 4.04% | 28.51%-24.5pp | 1166.11%-1162.1pp | 29.38%-25.3pp |
| Employer contribution / active EE | $495 | $1,575-68.5% | $2,302-78.5% | $2,177-77.2% |
| Participant deferral / active EE | $2,106 | $2,647-20.4% | $3,336-36.9% | $3,514-40.1% |
| Admin fee / account holder | $301 | $463-34.9% | $6,420-95.3% | $847-64.4% |