Filed October 26, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
INGHAM & COMPANY10+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $40,657 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,223 | $52,450-2.3% | $129,295-60.4% | $74,546-31.3% |
| Participation rate | 82.1% | 53.8%+28.3pp | 69.6%+12.5pp | 67.2%+14.9pp |
| Annual return | 15.34% | 15.65%-0.3pp | 9429.28%-9413.9pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,767 | $1,532+15.3% | $4,157-57.5% | $2,624-32.7% |
| Participant deferral / active EE | $3,737 | $2,797+33.6% | $4,169-10.4% | $4,347-14.1% |
| Admin fee / account holder | $209 | $2,636-92.1% | $7,665-97.3% | $1,944-89.3% |