Filed June 16, 2023
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) | $80,270 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,050 | $35,485+72.0% | $74,550-18.1% | $55,725+9.6% |
| Participation rate | 40.2% | 62.5%-22.3pp | 69.1%-28.9pp | 70.9%-30.7pp |
| Annual return | -4.93% | 0.72%-5.7pp | 32.53%-37.5pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,603 | $777+106.2% | $1,961-18.3% | $2,078-22.9% |
| Participant deferral / active EE | $1,375 | $2,181-36.9% | $3,108-55.8% | $3,356-59.0% |
| Admin fee / account holder | $297 | $114+159.7% | $5,060-94.1% | $115+157.7% |