Filed March 25, 2025
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 & COMPANY6+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $29,301 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,188 | $62,132-16.0% | $185,823-71.9% | $73,488-29.0% |
| Participation rate | 75.2% | 67.8%+7.4pp | 78.0%-2.9pp | 70.7%+4.5pp |
| Annual return | 12.52% | 20.44%-7.9pp | 35.95%-23.4pp | 28.51%-16.0pp |
| Employer contribution / active EE | $146 | $1,681-91.3% | $4,087-96.4% | $2,270-93.6% |
| Participant deferral / active EE | $3,207 | $3,711-13.6% | $5,632-43.0% | $3,740-14.2% |
| Admin fee / account holder | $237 | $419-43.3% | $9,500-97.5% | $513-53.8% |