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 7-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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $9,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,779 | $62,586+25.9% | $76,768+2.6% | $64,186+22.7% |
| Participation rate | 90.8% | 72.8%+18.0pp | 77.0%+13.9pp | 69.6%+21.2pp |
| Annual return | -2.60% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $508 | $1,832-72.3% | $2,485-79.6% | $2,381-78.7% |
| Participant deferral / active EE | $2,972 | $3,145-5.5% | $3,852-22.8% | $3,470-14.3% |
| Admin fee / account holder | $66 | $4,667-98.6% | $6,675-99.0% | $4,888-98.7% |