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 7-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 |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Bank Trustee | $344,057 |
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 | $57,390 | $105,247-45.5% | $87,100-34.1% | $77,787-26.2% |
| Participation rate | 99.3% | 85.8%+13.5pp | 76.9%+22.4pp | 73.2%+26.0pp |
| Annual return | 24.86% | 24.52%+0.3pp | 28.19%-3.3pp | 32.57%-7.7pp |
| Employer contribution / active EE | $1,146 | $2,895-60.4% | $2,521-54.5% | $2,504-54.2% |
| Participant deferral / active EE | $2,880 | $5,060-43.1% | $4,049-28.9% | $3,967-27.4% |
| Admin fee / account holder | $99 | $104-5.2% | $7,497-98.7% | $100-1.0% |