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 6-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 & COMPANY6+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $129,155 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $5,215 |
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 | $110,092 | $65,908+67.0% | $81,812+34.6% | $77,643+41.8% |
| Participation rate | 72.1% | 65.8%+6.4pp | 72.3%-0.2pp | 70.6%+1.6pp |
| Annual return | 14.84% | 26.64%-11.8pp | 773.79%-758.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,142 | $2,370-51.8% | $2,912-60.8% | $2,726-58.1% |
| Participant deferral / active EE | $2,343 | $3,505-33.2% | $4,319-45.7% | $4,647-49.6% |
| Admin fee / account holder | $412 | $526-21.7% | $7,386-94.4% | $430-4.2% |