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 | $145,952 |
TIMOTHY R HOTT PC9+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $100,000 |
HILL WARD HENDERSON9+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $21,685 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $138,105 | $88,890+55.4% | $102,423+34.8% | $77,643+77.9% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 28.75% | 24.98%+3.8pp | 29.32%-0.6pp | 31.24%-2.5pp |
| Employer contribution / active EE | $3,954 | $2,698+46.6% | $3,023+30.8% | $2,726+45.1% |
| Participant deferral / active EE | $6,139 | $5,145+19.3% | $5,053+21.5% | $4,647+32.1% |
| Admin fee / account holder | $479 | $235+103.4% | $9,451-94.9% | $430+11.2% |