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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $33,472 |
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 | $42,857 | $63,924-33.0% | $108,579-60.5% | $55,167-22.3% |
| Participation rate | 95.5% | 74.3%+21.1pp | 79.6%+15.9pp | 69.0%+26.5pp |
| Annual return | 10.34% | 15.31%-5.0pp | -51.70%+62.0pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,548 | $1,879-17.6% | $3,758-58.8% | $1,963-21.1% |
| Participant deferral / active EE | $4,430 | $3,067+44.5% | $4,311+2.8% | $3,054+45.1% |
| Admin fee / account holder | $159 | $618-74.3% | $7,645-97.9% | $504-68.5% |