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 | $118,333 |
TIMOTHY R HOTT PC8+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $100,000 |
HILL WARD HENDERSON8+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $15,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,158 | $99,078+15.2% | $96,544+18.2% | $74,419+53.4% |
| Participation rate | 97.0% | 80.7%+16.4pp | 76.0%+21.1pp | 70.7%+26.3pp |
| Annual return | 14.57% | 22.48%-7.9pp | 25.84%-11.3pp | 34.38%-19.8pp |
| Employer contribution / active EE | $5,147 | $2,570+100.2% | $2,965+73.6% | $2,637+95.1% |
| Participant deferral / active EE | $5,693 | $4,933+15.4% | $4,851+17.4% | $4,528+25.7% |
| Admin fee / account holder | $474 | $225+110.9% | $8,252-94.3% | $348+36.2% |