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 |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $8,099 |
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 14 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Plan Administrator | $1,392 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,209 | $52,953-59.9% | $172,739-87.7% | $65,185-67.5% |
| Participation rate | 88.9% | 66.2%+22.7pp | 82.6%+6.2pp | 70.2%+18.7pp |
| Annual return | 8.51% | 30.12%-21.6pp | 802.84%-794.3pp | 29.38%-20.9pp |
| Employer contribution / active EE | $448 | $2,190-79.5% | $5,143-91.3% | $2,177-79.4% |
| Participant deferral / active EE | $1,830 | $2,471-25.9% | $5,198-64.8% | $3,514-47.9% |
| Admin fee / account holder | $44 | $472-90.7% | $13,954-99.7% | $847-94.8% |