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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.
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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 |
|---|---|---|
INGHAM & COMPANY4 years Service code 13 · EIN 65-0170152 | Contract Administrator | $82,989 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,758 | $55,415+90.8% | $155,509-32.0% | $74,495+42.0% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 14.29% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,227 | $2,267-1.8% | $4,672-52.3% | $2,623-15.1% |
| Participant deferral / active EE | $6,781 | $2,836+139.1% | $5,626+20.5% | $4,346+56.0% |
| Admin fee / account holder | $580 | $1,738-66.6% | $15,912-96.4% | $1,942-70.1% |