Filed July 28, 2006
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 3-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 64 · EIN 84-1233483 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $10,536 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,419 | $107,378-95.0% | $108,579-95.0% | $57,658-90.6% |
| Participation rate | 83.9% | 77.1%+6.8pp | 79.6%+4.3pp | 70.2%+13.6pp |
| Annual return | 8.87% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.7pp |
| Employer contribution / active EE | $384 | $1,782-78.5% | $3,758-89.8% | $1,974-80.6% |
| Participant deferral / active EE | $1,220 | $3,221-62.1% | $4,311-71.7% | $3,061-60.1% |
| Admin fee / account holder | $13 | $108-87.9% | $7,645-99.8% | $95-86.1% |