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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.
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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 & COMPANY10+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $63,868 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,347 | $57,016+5.8% | $84,966-29.0% | $80,856-25.4% |
| Participation rate | 48.7% | 56.3%-7.6pp | 67.5%-18.8pp | 67.6%-18.9pp |
| Annual return | 11.99% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,880 | $1,798+4.6% | $2,727-31.0% | $2,755-31.7% |
| Participant deferral / active EE | $4,847 | $3,110+55.9% | $4,519+7.2% | $4,296+12.8% |
| Admin fee / account holder | $474 | $4,980-90.5% | $6,149-92.3% | $6,918-93.2% |