See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $69,713 |
BARNES WENDLING CPAS INC2 years Filed as: BARNES WENDLING CPAS LLC Service code 10 5002 TIMBER COMMONS DR · SANDUSKY, OH 44870 | Accounting | $10,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,730 | $72,404+94.4% | $110,238+27.7% | $64,186+119.3% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -5.08% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,945 | $2,282-14.7% | $3,826-49.2% | $2,381-18.3% |
| Participant deferral / active EE | $5,937 | $3,469+71.1% | $4,672+27.1% | $3,470+71.1% |
| Admin fee / account holder | $616 | $5,664-89.1% | $8,547-92.8% | $4,888-87.4% |