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) | $18,994 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,947 | $62,928-76.2% | $172,739-91.3% | $67,579-77.9% |
| Participation rate | 85.8% | 64.5%+21.4pp | 82.6%+3.2pp | 71.3%+14.6pp |
| Annual return | 23.07% | 30.36%-7.3pp | 802.84%-779.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2 | $1,636-99.9% | $5,143-100.0% | $2,148-99.9% |
| Participant deferral / active EE | $1,867 | $2,145-13.0% | $5,198-64.1% | $3,539-47.3% |
| Admin fee / account holder | $54 | $167-67.9% | $13,954-99.6% | $142-62.4% |