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) | $131,828 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $539,493 | $52,293+931.7% | $178,490+202.3% | $73,409+634.9% |
| Participation rate | 0.0% | 65.3%-65.3pp | 81.9%-81.9pp | 72.2%-72.2pp |
| Annual return | 12.52% | 34.75%-22.2pp | 151.07%-138.6pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,149 | $1,735-33.8% | $5,011-77.1% | $2,234-48.5% |
| Participant deferral / active EE | $2,662 | $2,332+14.1% | $5,202-48.8% | $3,805-30.1% |
| Admin fee / account holder | $2,997 | $127+2253.2% | $13,984-78.6% | $158+1798.1% |