See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $61,830 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $6,003 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,689 | $84,936+70.4% | $111,297+30.0% | $79,386+82.3% |
| Participation rate | 81.9% | 75.9%+6.0pp | 77.3%+4.6pp | 70.7%+11.2pp |
| Annual return | 11.64% | 17.45%-5.8pp | 54.65%-43.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,523 | $1,979+27.5% | $2,731-7.6% | $2,427+3.9% |
| Participant deferral / active EE | $5,212 | $3,888+34.0% | $4,487+16.1% | $4,046+28.8% |
| Admin fee / account holder | $583 | $537+8.6% | $7,964-92.7% | $626-6.9% |