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) | $35,641 |
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 | $41,766 | $73,638-43.3% | $95,952-56.5% | $73,488-43.2% |
| Participation rate | 98.1% | 76.2%+22.0pp | 77.1%+21.1pp | 70.7%+27.5pp |
| Annual return | 11.81% | 16.78%-5.0pp | 91.61%-79.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,552 | $1,863-16.7% | $2,541-38.9% | $2,270-31.7% |
| Participant deferral / active EE | $3,016 | $3,617-16.6% | $4,167-27.6% | $3,740-19.4% |
| Admin fee / account holder | $129 | $482-73.2% | $6,795-98.1% | $513-74.8% |