See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 PO BOX 770001 · CINCINNATI, OH 452770003 | Loan Processing | $9,201 |
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 | $199,010 | $70,667+181.6% | $123,104+61.7% | $52,331+280.3% |
| Participation rate | 98.7% | 83.7%+15.0pp | 86.8%+11.9pp | 68.1%+30.6pp |
| Annual return | -0.15% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $18,139 | $2,946+515.8% | $5,151+252.1% | $1,882+864.0% |
| Participant deferral / active EE | $7,649 | $4,493+70.2% | $6,230+22.8% | $3,022+153.1% |
| Admin fee / account holder | $51 | $506-90.0% | $9,015-99.4% | $592-91.5% |