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 | $38,014 |
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 | $79,243 | $73,638+7.6% | $95,952-17.4% | $73,488+7.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 21.47% | 16.78%+4.7pp | 91.61%-70.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $2,576 | $1,863+38.3% | $2,541+1.4% | $2,270+13.5% |
| Participant deferral / active EE | $4,291 | $3,617+18.6% | $4,167+3.0% | $3,740+14.7% |
| Admin fee / account holder | $188 | $482-61.0% | $6,795-97.2% | $513-63.3% |