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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 & COMPANY1+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $35,898 |
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 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 | $129,967 | $51,620+151.8% | $90,281+44.0% | $65,185+99.4% |
| Participation rate | 50.5% | 68.6%-18.2pp | 73.3%-22.8pp | 70.2%-19.7pp |
| Annual return | 0.00% | 24.94%-24.9pp | 78.10%-78.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $811 | $2,235-63.7% | $2,854-71.6% | $2,177-62.7% |
| Participant deferral / active EE | $1,440 | $2,871-49.8% | $3,885-62.9% | $3,514-59.0% |
| Admin fee / account holder | $309 | $384-19.6% | $5,351-94.2% | $847-63.5% |