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) | $54,250 |
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 | $82,578 | $69,362+19.1% | $101,248-18.4% | $73,488+12.4% |
| Participation rate | 99.0% | 68.4%+30.7pp | 75.8%+23.2pp | 70.7%+28.4pp |
| Annual return | 18.28% | 18.46%-0.2pp | 46.47%-28.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,361 | $2,628-48.2% | $3,660-62.8% | $2,270-40.0% |
| Participant deferral / active EE | $5,175 | $3,300+56.8% | $4,370+18.4% | $3,740+38.4% |
| Admin fee / account holder | $417 | $704-40.7% | $5,945-93.0% | $513-18.7% |