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 & COMPANY3+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $17,644 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,057 | $63,156-47.7% | $122,332-73.0% | $62,292-46.9% |
| Participation rate | 85.7% | 60.0%+25.7pp | 71.6%+14.1pp | 69.5%+16.2pp |
| Annual return | 17.63% | 20.61%-3.0pp | 30.27%-12.6pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,366 | $1,385-1.4% | $4,050-66.3% | $2,042-33.1% |
| Participant deferral / active EE | $2,804 | $2,321+20.8% | $3,287-14.7% | $3,169-11.5% |
| Admin fee / account holder | $136 | $440-69.2% | $5,478-97.5% | $479-71.7% |