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 INC3 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $46,135 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,788 | $66,124+90.2% | $90,404+39.1% | $73,488+71.2% |
| Participation rate | 99.2% | 69.7%+29.6pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 18.82% | 17.65%+1.2pp | 1293.02%-1274.2pp | 28.51%-9.7pp |
| Employer contribution / active EE | $6,079 | $2,346+159.1% | $3,262+86.3% | $2,270+167.8% |
| Participant deferral / active EE | $6,927 | $3,039+127.9% | $3,963+74.8% | $3,740+85.2% |
| Admin fee / account holder | $426 | $396+7.5% | $5,611-92.4% | $513-16.9% |