Filed January 11, 2024
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 & COMPANY5+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $70,366 |
Annual investment return 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 | $14,700 | $40,174-63.4% | $84,015-82.5% | $67,579-78.2% |
| Participation rate | 78.6% | 62.7%+15.9pp | 69.0%+9.6pp | 71.3%+7.3pp |
| Annual return | 16.97% | 25.82%-8.9pp | 71.31%-54.3pp | 378.56%-361.6pp |
| Employer contribution / active EE | $352 | $808-56.4% | $1,983-82.2% | $2,148-83.6% |
| Participant deferral / active EE | $2,025 | $2,301-12.0% | $3,239-37.5% | $3,539-42.8% |
| Admin fee / account holder | $102 | $128-20.5% | $6,101-98.3% | $142-28.3% |