Filed July 23, 2026 (most recent of 2 filings on file)
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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $131,419 |
SA STONE WEALTH MANAGEMENT4 years Service code 27 2 PERIMETER PARK · BIRMINGHAM, AL 35243 | Advisory (Plan) | $37,891 |
TALBERT HOUSE1 year Service code 99 2600 VICTORY PKWY · CINCINNATI, OH 45206 | Other Fees | $754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,513 | $46,292-60.0% | $143,757-87.1% | $64,808-71.4% |
| Participation rate | 91.6% | 64.2%+27.4pp | 80.3%+11.3pp | 71.5%+20.2pp |
| Annual return | -16.20% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,016 | $1,910-46.8% | $4,951-79.5% | $2,506-59.4% |
| Participant deferral / active EE | $2,451 | $2,646-7.3% | $5,637-56.5% | $4,310-43.1% |
| Admin fee / account holder | $131 | $154-15.1% | $14,673-99.1% | $188-30.4% |