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) | $13,573 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $2,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,509 | $73,638-20.5% | $95,952-39.0% | $73,488-20.4% |
| Participation rate | 78.5% | 76.2%+2.4pp | 77.1%+1.4pp | 70.7%+7.8pp |
| Annual return | 18.59% | 16.78%+1.8pp | 91.61%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $315 | $1,863-83.1% | $2,541-87.6% | $2,270-86.1% |
| Participant deferral / active EE | $2,468 | $3,617-31.8% | $4,167-40.8% | $3,740-34.0% |
| Admin fee / account holder | $141 | $482-70.7% | $6,795-97.9% | $513-72.5% |