Filed October 18, 2004
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 | $25 |
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 | $49,572 | $38,969+27.2% | $109,313-54.7% | $55,167-10.1% |
| Participation rate | 94.8% | 58.2%+36.5pp | 71.3%+23.5pp | 69.0%+25.8pp |
| Annual return | 7.14% | 8.26%-1.1pp | 22.07%-14.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $493 | $1,227-59.8% | $3,892-87.3% | $1,963-74.9% |
| Participant deferral / active EE | $3,087 | $2,176+41.9% | $3,166-2.5% | $3,054+1.1% |
| Admin fee / account holder | $259 | $501-48.3% | $5,666-95.4% | $504-48.6% |