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 |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $140,896 |
SCOTT S DUKO10+ years Service code 63 · EIN 34-1959861 | 12b-1 Fees | $53,471 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,428 | $55,416-14.4% | $75,972-37.6% | $77,643-38.9% |
| Participation rate | 56.5% | 63.6%-7.1pp | 69.1%-12.5pp | 70.6%-14.1pp |
| Annual return | 12.10% | 17.07%-5.0pp | 359.55%-347.4pp | 31.24%-19.1pp |
| Employer contribution / active EE | $953 | $1,788-46.7% | $2,685-64.5% | $2,726-65.1% |
| Participant deferral / active EE | $2,209 | $3,447-35.9% | $4,255-48.1% | $4,647-52.5% |
| Admin fee / account holder | $322 | $414-22.1% | $6,467-95.0% | $430-25.1% |