Filed December 14, 2023
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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $13,922 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,844 | $46,173-74.3% | $170,442-93.1% | $69,631-83.0% |
| Participation rate | 84.3% | 63.9%+20.4pp | 83.6%+0.7pp | 70.7%+13.6pp |
| Annual return | 16.57% | 21.62%-5.0pp | 205.93%-189.4pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,430 | $2,080-31.3% | $4,939-71.1% | $3,224-55.7% |
| Admin fee / account holder | $44 | $116-62.4% | $13,880-99.7% | $110-60.5% |