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) | $22,752 |
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 | $16,821 | $52,293-67.8% | $178,490-90.6% | $73,409-77.1% |
| Participation rate | 87.8% | 65.3%+22.4pp | 81.9%+5.8pp | 72.2%+15.6pp |
| Annual return | 14.43% | 34.75%-20.3pp | 151.07%-136.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,994 | $2,332-14.5% | $5,202-61.7% | $3,805-47.6% |
| Admin fee / account holder | $57 | $127-54.9% | $13,984-99.6% | $158-63.6% |