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 | $19,744 |
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 | $132,656 | $58,879+125.3% | $178,490-25.7% | $73,488+80.5% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 13.28% | 24.86%-11.6pp | 151.07%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $3,767 | $2,236+68.5% | $5,011-24.8% | $2,270+66.0% |
| Participant deferral / active EE | $5,371 | $2,567+109.2% | $5,202+3.3% | $3,740+43.6% |
| Admin fee / account holder | $70 | $400-82.5% | $13,984-99.5% | $513-86.4% |