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 | $9,988 |
TRI-AD ACTUARIES, INC.3 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 13 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Contract Administrator | $2,233 |
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 | $23,042 | $58,879-60.9% | $178,490-87.1% | $73,488-68.6% |
| Participation rate | 89.2% | 66.2%+23.0pp | 81.9%+7.3pp | 70.7%+18.6pp |
| Annual return | 0.25% | 24.86%-24.6pp | 151.07%-150.8pp | 28.51%-28.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,844 | $2,567-28.2% | $5,202-64.5% | $3,740-50.7% |
| Admin fee / account holder | $56 | $400-85.9% | $13,984-99.6% | $513-89.0% |