See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OBS FINANCIAL2+ years Filed as: OBS Service code 27 10200 WATERVILLE ST · WHITEHOUSE, OH 43571 | Advisory (Plan) | $212,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,496 | $71,802+85.9% | $133,980-0.4% | $57,658+131.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 12.52% | 13.51%-1.0pp | 29.30%-16.8pp | 5.13%+7.4pp |
| Employer contribution / active EE | $13,879 | $3,161+339.0% | $5,211+166.3% | $1,974+603.2% |
| Participant deferral / active EE | $11,186 | $4,606+142.9% | $6,282+78.1% | $3,061+265.5% |
| Admin fee / account holder | $569 | $88+549.4% | $9,324-93.9% | $95+502.3% |