See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY3+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $44,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,420 | $62,928-73.9% | $172,739-90.5% | $67,579-75.7% |
| Participation rate | 45.4% | 64.5%-19.1pp | 82.6%-37.3pp | 71.3%-25.9pp |
| Annual return | 18.97% | 30.36%-11.4pp | 802.84%-783.9pp | 378.56%-359.6pp |
| Employer contribution / active EE | $113 | $1,636-93.1% | $5,143-97.8% | $2,148-94.7% |
| Participant deferral / active EE | $938 | $2,145-56.3% | $5,198-82.0% | $3,539-73.5% |
| Admin fee / account holder | $110 | $167-33.9% | $13,954-99.2% | $142-22.6% |