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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $22,017 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,222 | $60,165-41.5% | $74,183-52.5% | $55,167-36.2% |
| Participation rate | 84.8% | 74.2%+10.7pp | 76.6%+8.2pp | 69.0%+15.8pp |
| Annual return | 7.03% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $595 | $1,600-62.8% | $2,370-74.9% | $1,963-69.7% |
| Participant deferral / active EE | $3,018 | $2,973+1.5% | $3,550-15.0% | $3,054-1.2% |
| Admin fee / account holder | $161 | $419-61.7% | $5,586-97.1% | $504-68.1% |