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 | $36,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,186 | $52,681+1.0% | $75,781-29.8% | $59,632-10.8% |
| Participation rate | 98.7% | 67.2%+31.4pp | 75.8%+22.8pp | 68.7%+30.0pp |
| Annual return | -1.51% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,226 | $2,193-44.1% | $3,323-63.1% | $2,203-44.4% |
| Participant deferral / active EE | $4,341 | $2,591+67.6% | $3,651+18.9% | $3,192+36.0% |
| Admin fee / account holder | $320 | $3,610-91.1% | $5,299-94.0% | $4,297-92.6% |