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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $47,947 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Service code 33 | Securities brokerage | $0 |
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 | $44,638 | $46,423-3.8% | $75,886-41.2% | $67,579-33.9% |
| Participation rate | 73.3% | 63.1%+10.3pp | 69.3%+4.1pp | 71.3%+2.1pp |
| Annual return | 22.43% | 32.29%-9.9pp | 30.76%-8.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,831 | $1,406+30.2% | $2,500-26.8% | $2,148-14.8% |
| Participant deferral / active EE | $4,391 | $2,564+71.2% | $3,603+21.9% | $3,539+24.1% |
| Admin fee / account holder | $176 | $132+33.8% | $5,418-96.7% | $142+23.9% |