Filed October 27, 2022 (most recent of 5 filings on file)
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) | $140,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,362 | $62,928-16.8% | $172,739-69.7% | $67,579-22.5% |
| Participation rate | 67.0% | 64.5%+2.5pp | 82.6%-15.6pp | 71.3%-4.3pp |
| Annual return | 19.69% | 30.36%-10.7pp | 802.84%-783.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $918 | $1,636-43.9% | $5,143-82.1% | $2,148-57.3% |
| Participant deferral / active EE | $2,098 | $2,145-2.2% | $5,198-59.6% | $3,539-40.7% |
| Admin fee / account holder | $310 | $167+86.0% | $13,954-97.8% | $142+117.8% |