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) | $43,710 |
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 | $68,651 | $57,354+19.7% | $83,848-18.1% | $64,186+7.0% |
| Participation rate | 95.6% | 68.6%+27.0pp | 76.1%+19.5pp | 69.6%+26.0pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $849 | $2,545-66.6% | $3,631-76.6% | $2,381-64.3% |
| Participant deferral / active EE | $4,873 | $2,993+62.8% | $4,082+19.4% | $3,470+40.4% |
| Admin fee / account holder | $401 | $4,046-90.1% | $5,478-92.7% | $4,888-91.8% |