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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 14 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Plan Administrator | $8,705 |
Filed as: FIFTH THIRD BANK Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $4,307 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,840 | $47,977-58.6% | $154,107-87.1% | $56,287-64.8% |
| Participation rate | 91.9% | 66.2%+25.7pp | 83.0%+8.9pp | 69.9%+22.1pp |
| Annual return | 5.87% | 3.54%+2.3pp | 735.12%-729.2pp | -9.96%+15.8pp |
| Employer contribution / active EE | $244 | $2,169-88.7% | $5,298-95.4% | $2,111-88.4% |
| Participant deferral / active EE | $1,790 | $2,392-25.2% | $5,081-64.8% | $3,350-46.6% |
| Admin fee / account holder | $64 | $438-85.4% | $13,411-99.5% | $521-87.7% |