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 10-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 |
|---|---|---|
INGHAM & COMPANY3+ years Filed as: INGHAM & COMAPNY Service code 13 · EIN 65-0170152 | Contract Administrator | $23,266 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,050 | $55,453-42.2% | $170,442-81.2% | $62,292-48.5% |
| Participation rate | 73.4% | 66.4%+7.0pp | 83.6%-10.2pp | 69.5%+3.9pp |
| Annual return | 18.00% | 21.38%-3.4pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,130 | $2,164-1.5% | $5,433-60.8% | $2,042+4.3% |
| Participant deferral / active EE | $4,622 | $2,303+100.7% | $4,939-6.4% | $3,169+45.9% |
| Admin fee / account holder | $181 | $455-60.3% | $13,880-98.7% | $479-62.3% |