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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $83,309 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,132 | $58,726+131.8% | $92,233+47.6% | $62,292+118.5% |
| Participation rate | 90.5% | 68.3%+22.1pp | 76.5%+14.0pp | 69.5%+21.0pp |
| Annual return | 11.24% | 43.62%-32.4pp | 176.28%-165.0pp | 28.90%-17.7pp |
| Employer contribution / active EE | $11,435 | $2,392+378.1% | $3,679+210.8% | $2,042+460.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $460 | $556-17.3% | $5,194-91.1% | $479-4.0% |