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 | $22,374 |
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 | $100,592 | $47,977+109.7% | $154,107-34.7% | $56,287+78.7% |
| Participation rate | 98.6% | 66.2%+32.4pp | 83.0%+15.6pp | 69.9%+28.7pp |
| Annual return | -5.48% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,716 | $2,169+71.3% | $5,298-29.9% | $2,111+76.0% |
| Participant deferral / active EE | $4,977 | $2,392+108.1% | $5,081-2.0% | $3,350+48.6% |
| Admin fee / account holder | $82 | $438-81.3% | $13,411-99.4% | $521-84.3% |