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 | $40,280 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $7,100 |
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 | $136,499 | $73,638+85.4% | $95,952+42.3% | $73,488+85.7% |
| Participation rate | 91.2% | 76.2%+15.0pp | 77.1%+14.1pp | 70.7%+20.5pp |
| Annual return | 16.20% | 16.78%-0.6pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,188 | $1,863-36.2% | $2,541-53.2% | $2,270-47.7% |
| Participant deferral / active EE | $3,356 | $3,617-7.2% | $4,167-19.5% | $3,740-10.3% |
| Admin fee / account holder | $254 | $482-47.4% | $6,795-96.3% | $513-50.6% |