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 |
|---|---|---|
Filed as: FIFTH THIRD BANK RETIREMENT SVCS Service code 27 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Plan) | $110,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $561,391 | $38,925+1342.2% | $73,843+660.2% | $55,191+917.2% |
| Participation rate | 0.0% | 66.0%-66.0pp | 73.4%-73.4pp | 69.2%-69.2pp |
| Annual return | -1.00% | 6.31%-7.3pp | 2267.84%-2268.8pp | 10.78%-11.8pp |
| Employer contribution / active EE | $3,765 | $1,695+122.2% | $2,787+35.1% | $1,899+98.3% |
| Participant deferral / active EE | $3,607 | $2,351+53.5% | $3,583+0.7% | $3,046+18.4% |
| Admin fee / account holder | $1,343 | $83+1520.7% | $4,880-72.5% | $91+1379.3% |