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 |
|---|---|---|
FIRST OHIO PLANNING3+ years Service code 16 1429 KING AVENUE · COLUMBUS, OH 43212 | Consulting | $39,969 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,308 |
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE Service code 19 · EIN 26-0142879 | Securities Custodian | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $96,985 | $71,192+36.2% | $117,854-17.7% | $62,292+55.7% |
| Participation rate | 95.9% | 74.2%+21.6pp | 79.7%+16.2pp | 69.5%+26.3pp |
| Annual return | 18.11% | 18.66%-0.5pp | 335.08%-317.0pp | 28.90%-10.8pp |
| Employer contribution / active EE | $2,419 | $1,934+25.1% | $3,786-36.1% | $2,042+18.4% |
| Participant deferral / active EE | $4,715 | $3,189+47.9% | $4,482+5.2% | $3,169+48.8% |
| Admin fee / account holder | $274 | $587-53.3% | $8,020-96.6% | $479-42.8% |