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 |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $91,115 |
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 | $52,119 | $84,936-38.6% | $111,297-53.2% | $79,386-34.3% |
| Participation rate | 93.8% | 75.9%+17.9pp | 77.3%+16.5pp | 70.7%+23.1pp |
| Annual return | 18.63% | 17.45%+1.2pp | 54.65%-36.0pp | 116.85%-98.2pp |
| Employer contribution / active EE | $692 | $1,979-65.0% | $2,731-74.7% | $2,427-71.5% |
| Participant deferral / active EE | $2,838 | $3,888-27.0% | $4,487-36.8% | $4,046-29.9% |
| Admin fee / account holder | $409 | $537-23.9% | $7,964-94.9% | $626-34.8% |