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 & COMPANY2+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $74,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,287 | $66,124-16.4% | $90,404-38.8% | $73,488-24.8% |
| Participation rate | 62.0% | 69.7%-7.7pp | 72.7%-10.7pp | 70.7%-8.7pp |
| Annual return | 116.19% | 17.65%+98.5pp | 1293.02%-1176.8pp | 28.51%+87.7pp |
| Employer contribution / active EE | $1,807 | $2,346-23.0% | $3,262-44.6% | $2,270-20.4% |
| Participant deferral / active EE | $4,059 | $3,039+33.6% | $3,963+2.4% | $3,740+8.6% |
| Admin fee / account holder | $128 | $396-67.8% | $5,611-97.7% | $513-75.1% |