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 | $84,883 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,133 | $50,464+142.0% | $75,781+61.2% | $52,331+133.4% |
| Participation rate | 88.7% | 66.8%+21.9pp | 75.8%+12.8pp | 68.1%+20.6pp |
| Annual return | -1.53% | 1.03%-2.6pp | 9.68%-11.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $6,494 | $1,988+226.6% | $3,323+95.4% | $1,882+245.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $456 | $1,103-58.6% | $5,299-91.4% | $592-22.9% |