See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $24,043 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,238 | $63,299-42.8% | $91,001-60.2% | $62,292-41.8% |
| Participation rate | 87.9% | 73.3%+14.6pp | 75.6%+12.3pp | 69.5%+18.4pp |
| Annual return | 115.77% | 20.99%+94.8pp | 4.60%+111.2pp | 28.90%+86.9pp |
| Employer contribution / active EE | $862 | $1,807-52.3% | $2,456-64.9% | $2,042-57.8% |
| Participant deferral / active EE | $2,375 | $2,943-19.3% | $3,547-33.1% | $3,169-25.1% |
| Admin fee / account holder | $117 | $468-75.0% | $5,417-97.8% | $479-75.7% |