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 | $29,988 |
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 | $37,188 | $64,909-42.7% | $82,313-54.8% | $62,292-40.3% |
| Participation rate | 81.9% | 74.9%+7.1pp | 76.9%+5.0pp | 69.5%+12.4pp |
| Annual return | 10.74% | 21.18%-10.4pp | 25.88%-15.1pp | 28.90%-18.2pp |
| Employer contribution / active EE | $496 | $1,676-70.4% | $2,428-79.6% | $2,042-75.7% |
| Participant deferral / active EE | $2,019 | $3,103-34.9% | $3,706-45.5% | $3,169-36.3% |
| Admin fee / account holder | $142 | $440-67.7% | $5,608-97.5% | $479-70.4% |