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 | $250 |
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 | $64,263 | $31,424+104.5% | $81,478-21.1% | $69,631-7.7% |
| Participation rate | 92.8% | 50.8%+42.0pp | 68.0%+24.8pp | 70.7%+22.1pp |
| Annual return | 19.04% | 22.44%-3.4pp | 38.78%-19.7pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $959 | $1,029-6.8% | $2,568-62.7% | $2,032-52.8% |
| Participant deferral / active EE | $4,551 | $1,838+147.6% | $3,537+28.7% | $3,224+41.2% |
| Admin fee / account holder | $1 | $103-99.2% | $4,561-100.0% | $110-99.3% |