Filed May 4, 2016
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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $27,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,480 | $66,302+13.8% | $110,238-31.5% | $56,287+34.1% |
| Participation rate | 46.3% | 74.9%-28.6pp | 79.8%-33.5pp | 69.9%-23.5pp |
| Annual return | -7.82% | -1.18%-6.6pp | 314.74%-322.6pp | -9.96%+2.1pp |
| Employer contribution / active EE | $956 | $2,047-53.3% | $3,826-75.0% | $2,111-54.7% |
| Participant deferral / active EE | $1,619 | $3,381-52.1% | $4,672-65.3% | $3,350-51.7% |
| Admin fee / account holder | $412 | $698-41.1% | $8,547-95.2% | $521-21.0% |