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 |
|---|---|---|
L M KOHN & COMPANY5 years Filed as: L.M. KOHN & COMPANY Service code 27 10151 CARVER RD · CINCINNATI, OH 45242 | Advisory (Plan) | $21,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,983 | $49,915-5.9% | $154,803-69.6% | $74,304-36.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 14.05% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $3,418 | $1,611+112.1% | $4,305-20.6% | $2,241+52.5% |
| Participant deferral / active EE | $4,133 | $2,255+83.3% | $5,540-25.4% | $3,767+9.7% |
| Admin fee / account holder | $227 | $2,189-89.6% | $14,329-98.4% | $2,969-92.3% |