Filed February 16, 2018
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 10-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 · EIN 48-1233289 | Advisory (Plan) | $41,508 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,236 | $44,873+83.3% | $79,464+3.5% | $56,287+46.1% |
| Participation rate | 97.7% | 68.7%+28.9pp | 73.3%+24.3pp | 69.9%+27.8pp |
| Annual return | -4.22% | 0.81%-5.0pp | 718.14%-722.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $6,930 | $2,140+223.8% | $2,800+147.5% | $2,111+228.3% |
| Participant deferral / active EE | $7,475 | $2,746+172.2% | $3,704+101.8% | $3,350+123.2% |
| Admin fee / account holder | $361 | $418-13.6% | $5,113-92.9% | $521-30.6% |