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 9-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 | $39,260 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $6,950 |
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 | $123,621 | $65,376+89.1% | $87,100+41.9% | $65,185+89.6% |
| Participation rate | 90.2% | 75.3%+14.9pp | 76.9%+13.4pp | 70.2%+20.0pp |
| Annual return | 24.58% | 31.27%-6.7pp | 28.19%-3.6pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,108 | $1,822-39.2% | $2,521-56.0% | $2,177-49.1% |
| Participant deferral / active EE | $3,095 | $3,388-8.7% | $4,049-23.5% | $3,514-11.9% |
| Admin fee / account holder | $238 | $520-54.2% | $7,497-96.8% | $847-71.9% |