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 | $35,824 |
Filed as: ECHELBARGER HIMEBAUGH TAMM & CO PC Service code 10 2301 E PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,447 | $51,466+3.8% | $78,778-32.2% | $62,292-14.2% |
| Participation rate | 91.7% | 59.8%+32.0pp | 69.2%+22.6pp | 69.5%+22.2pp |
| Annual return | 15.28% | 19.96%-4.7pp | 35.62%-20.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $531 | $827-35.9% | $1,986-73.3% | $2,042-74.0% |
| Participant deferral / active EE | $3,907 | $2,147+81.9% | $2,958+32.1% | $3,169+23.3% |
| Admin fee / account holder | $314 | $489-35.8% | $5,134-93.9% | $479-34.5% |