See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $12,278 |
TIMOTHY R HOTT PC1 year Filed as: TIMOTHY J. HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $5,181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,485 | $91,407-87.4% | $135,903-91.5% | $71,457-83.9% |
| Participation rate | 97.3% | 75.7%+21.7pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 20.68% | 29.90%-9.2pp | 68.23%-47.6pp | 28.85%-8.2pp |
| Employer contribution / active EE | $1,304 | $3,703-64.8% | $4,856-73.2% | $2,588-49.6% |
| Participant deferral / active EE | $2,971 | $7,092-58.1% | $7,758-61.7% | $4,289-30.7% |
| Admin fee / account holder | $143 | $1,266-88.7% | $10,762-98.7% | $1,587-91.0% |