Filed April 9, 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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $16,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,015 | $71,192-0.2% | $117,854-39.7% | $62,292+14.0% |
| Participation rate | 54.3% | 74.2%-19.9pp | 79.7%-25.4pp | 69.5%-15.2pp |
| Annual return | 11.55% | 18.66%-7.1pp | 335.08%-323.5pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,015 | $1,934-47.5% | $3,786-73.2% | $2,042-50.3% |
| Participant deferral / active EE | $1,861 | $3,189-41.6% | $4,482-58.5% | $3,169-41.3% |
| Admin fee / account holder | $217 | $587-63.0% | $8,020-97.3% | $479-54.6% |