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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $77,463 |
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 | $44,318 | $73,638-39.8% | $95,952-53.8% | $73,488-39.7% |
| Participation rate | 91.3% | 76.2%+15.2pp | 77.1%+14.3pp | 70.7%+20.7pp |
| Annual return | 8.61% | 16.78%-8.2pp | 91.61%-83.0pp | 28.51%-19.9pp |
| Employer contribution / active EE | $599 | $1,863-67.8% | $2,541-76.4% | $2,270-73.6% |
| Participant deferral / active EE | $2,546 | $3,617-29.6% | $4,167-38.9% | $3,740-31.9% |
| Admin fee / account holder | $351 | $482-27.3% | $6,795-94.8% | $513-31.7% |