Filed June 8, 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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $33,453 |
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 | $70,993 | $65,376+8.6% | $87,100-18.5% | $65,185+8.9% |
| Participation rate | 98.4% | 75.3%+23.1pp | 76.9%+21.6pp | 70.2%+28.2pp |
| Annual return | 25.26% | 31.27%-6.0pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,732 | $1,822+49.9% | $2,521+8.4% | $2,177+25.5% |
| Participant deferral / active EE | $4,169 | $3,388+23.0% | $4,049+3.0% | $3,514+18.7% |
| Admin fee / account holder | $182 | $520-65.0% | $7,497-97.6% | $847-78.5% |