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 | $426,150 |
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 | $64,640 | $176,491-63.4% | $95,952-32.6% | $90,288-28.4% |
| Participation rate | 99.4% | 86.6%+12.8pp | 77.1%+22.3pp | 73.4%+26.1pp |
| Annual return | 18.02% | 20.14%-2.1pp | 91.61%-73.6pp | 53.97%-35.9pp |
| Employer contribution / active EE | $1,192 | $2,789-57.3% | $2,541-53.1% | $2,524-52.8% |
| Participant deferral / active EE | $2,987 | $5,340-44.1% | $4,167-28.3% | $4,232-29.4% |
| Admin fee / account holder | $120 | $154-22.3% | $6,795-98.2% | $114+5.0% |