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 & COMPANY8+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $97,491 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,534 | $42,353-58.6% | $79,550-78.0% | $64,808-72.9% |
| Participation rate | 86.7% | 64.8%+22.0pp | 69.5%+17.2pp | 71.5%+15.3pp |
| Annual return | -17.21% | -12.24%-5.0pp | 0.16%-17.4pp | 32.82%-50.0pp |
| Employer contribution / active EE | $362 | $1,181-69.3% | $2,413-85.0% | $2,506-85.5% |
| Participant deferral / active EE | $3,287 | $3,170+3.7% | $3,985-17.5% | $4,310-23.7% |
| Admin fee / account holder | $144 | $160-9.8% | $6,832-97.9% | $188-23.4% |