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 INC2 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $42,044 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,044 |
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 | $104,327 | $51,620+102.1% | $90,281+15.6% | $65,185+60.0% |
| Participation rate | 98.4% | 68.6%+29.8pp | 73.3%+25.1pp | 70.2%+28.2pp |
| Annual return | 23.19% | 24.94%-1.7pp | 78.10%-54.9pp | 29.38%-6.2pp |
| Employer contribution / active EE | $7,332 | $2,235+228.1% | $2,854+156.9% | $2,177+236.8% |
| Participant deferral / active EE | $7,687 | $2,871+167.8% | $3,885+97.9% | $3,514+118.8% |
| Admin fee / account holder | $389 | $384+1.3% | $5,351-92.7% | $847-54.0% |