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 | $123,061 |
SCOTT S DUKO3+ years Service code 63 · EIN 34-1959861 | 12b-1 Fees | $45,956 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING, LLC Service code 10 · EIN 34-1897225 | Accounting | $10,200 |
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).
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 | $38,125 | $44,059-13.5% | $71,671-46.8% | $69,631-45.2% |
| Participation rate | 58.7% | 60.8%-2.0pp | 68.7%-10.0pp | 70.7%-11.9pp |
| Annual return | 15.74% | 21.97%-6.2pp | 20.65%-4.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $732 | $1,305-43.9% | $2,460-70.2% | $2,032-64.0% |
| Participant deferral / active EE | $1,619 | $2,370-31.7% | $3,438-52.9% | $3,224-49.8% |
| Admin fee / account holder | $339 | $108+215.2% | $5,558-93.9% | $110+207.3% |