Filed January 19, 2022
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) | $24,493 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,612 | $66,302-53.8% | $110,238-72.2% | $56,287-45.6% |
| Participation rate | 94.8% | 74.9%+19.9pp | 79.8%+14.9pp | 69.9%+24.9pp |
| Annual return | -5.75% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $915 | $2,047-55.3% | $3,826-76.1% | $2,111-56.6% |
| Participant deferral / active EE | $4,196 | $3,381+24.1% | $4,672-10.2% | $3,350+25.3% |
| Admin fee / account holder | $98 | $698-85.9% | $8,547-98.8% | $521-81.1% |