See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Service code 27 8200 E 32ND ST N · WICHITA, KS 67226 | Advisory (Plan) | $18,944 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,040 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,283 | $67,703-46.4% | $127,761-71.6% | $65,185-44.3% |
| Participation rate | 81.7% | 74.5%+7.2pp | 79.0%+2.7pp | 70.2%+11.5pp |
| Annual return | 27.81% | 24.36%+3.4pp | 26.14%+1.7pp | 29.38%-1.6pp |
| Employer contribution / active EE | $2,860 | $3,724-23.2% | $4,574-37.5% | $2,177+31.4% |
| Participant deferral / active EE | $5,432 | $4,787+13.5% | $6,021-9.8% | $3,514+54.6% |
| Admin fee / account holder | $172 | $618-72.3% | $9,395-98.2% | $847-79.8% |