Filed January 3, 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 & COMPANY6+ years Service code 59 · EIN 65-0170152 9155 S. DADELAND BLVD, SUITE 1512 · MIAMI, FL 33156 | Shareholder Servicing | $16,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,667 | $56,485-58.1% | $185,823-87.3% | $86,799-72.7% |
| Participation rate | 34.5% | 65.5%-31.0pp | 81.7%-47.2pp | 72.3%-37.8pp |
| Annual return | 22.39% | 118.04%-95.6pp | 122.05%-99.7pp | 97.91%-75.5pp |
| Employer contribution / active EE | $430 | $1,843-76.7% | $5,167-91.7% | $2,405-82.1% |
| Participant deferral / active EE | $696 | $2,553-72.7% | $5,568-87.5% | $4,131-83.2% |
| Admin fee / account holder | $34 | $150-77.2% | $16,237-99.8% | $170-79.9% |