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) | $53,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,162 | $81,474-55.6% | $133,956-73.0% | $73,488-50.8% |
| Participation rate | 93.2% | 76.4%+16.9pp | 79.8%+13.4pp | 70.7%+22.6pp |
| Annual return | 12.65% | 19.40%-6.8pp | 45.09%-32.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,033 | $2,209-53.3% | $3,919-73.6% | $2,270-54.5% |
| Participant deferral / active EE | $5,737 | $3,786+51.5% | $5,048+13.6% | $3,740+53.4% |
| Admin fee / account holder | $216 | $713-69.7% | $8,927-97.6% | $513-57.9% |