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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $5,028 |
Service code 13 · EIN 35-0472300 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $631 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,820 | $51,244-32.0% | $80,975-57.0% | $55,167-36.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 6.46% | 17.39%-10.9pp | 17.10%-10.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,418 | $1,770+93.1% | $3,714-8.0% | $1,963+74.2% |
| Participant deferral / active EE | $1,718 | $4,418-61.1% | $5,696-69.8% | $3,054-43.7% |
| Admin fee / account holder | $31 | $398-92.2% | $5,516-99.4% | $504-93.8% |