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 10-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 & COMPANY9+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $52,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,505 | $49,922+1.2% | $80,569-37.3% | $75,163-32.8% |
| Participation rate | 48.5% | 55.3%-6.8pp | 67.0%-18.5pp | 67.2%-18.7pp |
| Annual return | 18.89% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,364 | $1,698-19.7% | $2,723-49.9% | $2,670-48.9% |
| Participant deferral / active EE | $3,591 | $2,990+20.1% | $4,447-19.3% | $4,125-13.0% |
| Admin fee / account holder | $388 | $3,577-89.1% | $5,377-92.8% | $5,651-93.1% |