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 | $45,259 |
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 | $42,376 | $66,302-36.1% | $110,238-61.6% | $56,287-24.7% |
| Participation rate | 97.2% | 74.9%+22.3pp | 79.8%+17.4pp | 69.9%+27.4pp |
| Annual return | 0.13% | -1.18%+1.3pp | 314.74%-314.6pp | -9.96%+10.1pp |
| Employer contribution / active EE | $1,822 | $2,047-11.0% | $3,826-52.4% | $2,111-13.7% |
| Participant deferral / active EE | $4,786 | $3,381+41.5% | $4,672+2.4% | $3,350+42.9% |
| Admin fee / account holder | $165 | $698-76.4% | $8,547-98.1% | $521-68.3% |