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 |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $106,692 |
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 | $77,099 | $43,999+75.2% | $79,464-3.0% | $55,725+38.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -4.60% | 1.81%-6.4pp | 718.14%-722.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,301 | $1,830+135.1% | $2,800+53.6% | $2,078+106.9% |
| Participant deferral / active EE | $4,233 | $2,538+66.8% | $3,704+14.3% | $3,356+26.2% |
| Admin fee / account holder | $144 | $118+22.1% | $5,113-97.2% | $115+24.7% |