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 | $3,915 |
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 | $48,314 | $54,380-11.2% | $68,509-29.5% | $59,632-19.0% |
| Participation rate | 85.7% | 70.2%+15.5pp | 74.7%+11.0pp | 68.7%+17.0pp |
| Annual return | -0.85% | 2.83%-3.7pp | 8.27%-9.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $660 | $1,539-57.1% | $2,278-71.0% | $2,203-70.0% |
| Participant deferral / active EE | $1,947 | $2,643-26.4% | $3,382-42.4% | $3,192-39.0% |
| Admin fee / account holder | $46 | $3,885-98.8% | $5,275-99.1% | $4,297-98.9% |