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) | $148,199 |
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 | $94,137 | $54,237+73.6% | $90,281+4.3% | $67,579+39.3% |
| Participation rate | 98.5% | 68.6%+29.8pp | 73.3%+25.2pp | 71.3%+27.2pp |
| Annual return | 20.27% | 37.27%-17.0pp | 78.10%-57.8pp | 378.56%-358.3pp |
| Employer contribution / active EE | $4,648 | $1,846+151.8% | $2,854+62.8% | $2,148+116.4% |
| Participant deferral / active EE | $4,726 | $2,625+80.0% | $3,885+21.6% | $3,539+33.5% |
| Admin fee / account holder | $208 | $123+68.7% | $5,351-96.1% | $142+46.3% |