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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $22,448 |
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 | $85,373 | $55,453+54.0% | $170,442-49.9% | $62,292+37.1% |
| Participation rate | 99.0% | 66.4%+32.7pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 14.72% | 21.38%-6.7pp | 205.93%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $4,116 | $2,164+90.2% | $5,433-24.2% | $2,042+101.6% |
| Participant deferral / active EE | $5,179 | $2,303+124.9% | $4,939+4.8% | $3,169+63.4% |
| Admin fee / account holder | $66 | $455-85.4% | $13,880-99.5% | $479-86.2% |