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 | $125,070 |
TIMOTHY R HOTT PC6+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $103,681 |
HILL WARD HENDERSON6+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $10,965 |
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 | $152,511 | $185,342-17.7% | $111,297+37.0% | $86,799+75.7% |
| Participation rate | 93.8% | 81.0%+12.8pp | 77.3%+16.5pp | 72.3%+21.5pp |
| Annual return | 24.47% | 500.80%-476.3pp | 54.65%-30.2pp | 97.91%-73.4pp |
| Employer contribution / active EE | $6,290 | $2,246+180.0% | $2,731+130.3% | $2,405+161.5% |
| Participant deferral / active EE | $5,406 | $4,458+21.2% | $4,487+20.5% | $4,131+30.9% |
| Admin fee / account holder | $525 | $255+105.3% | $7,964-93.4% | $170+209.4% |