Filed July 23, 2026 (most recent of 2 filings on file)
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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $137,737 |
SA STONE WEALTH MANAGEMENT2 years Service code 27 2 PERIMETER PARK · BIRMINGHAM, AL 35243 | Advisory (Plan) | $31,336 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 99 10100 INNVOVATION DRIVE · DAYTON, OH 45342 | Other Fees | $907 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,639 | $52,293-60.5% | $178,490-88.4% | $73,409-71.9% |
| Participation rate | 88.2% | 65.3%+22.9pp | 81.9%+6.3pp | 72.2%+16.1pp |
| Annual return | 10.28% | 34.75%-24.5pp | 151.07%-140.8pp | 59.29%-49.0pp |
| Employer contribution / active EE | $711 | $1,735-59.1% | $5,011-85.8% | $2,234-68.2% |
| Participant deferral / active EE | $1,998 | $2,332-14.3% | $5,202-61.6% | $3,805-47.5% |
| Admin fee / account holder | $149 | $127+17.2% | $13,984-98.9% | $158-5.5% |