Filed December 24, 1997
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
NATIONWIDE10+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $30,147 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 1500 N OAK DR · PLYMOUTH, IN 46563 | Accounting | $4,158 |
HORAN SECURITIES INC1 year Service code 27 | Advisory (Plan) | $2,698 |
Service code 10 | Accounting | $1,445 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 10 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATI, OH 45246 | Accounting | $0 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES INC. Service code 27 8044 MONTGOMERY RD STE. 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,505 | $55,472-61.2% | $155,567-86.2% | $74,546-71.2% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 13.19% | 268.72%-255.5pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,089 | $2,269-7.9% | $4,674-55.3% | $2,624-20.4% |
| Participant deferral / active EE | $1,572 | $2,838-44.6% | $5,628-72.1% | $4,347-63.8% |
| Admin fee / account holder | $20 | $1,743-98.8% | $15,916-99.9% | $1,944-99.0% |