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 INC4 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $60,895 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,508 | $63,745+129.8% | $98,442+48.8% | $79,386+84.6% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 14.74% | 625.80%-611.1pp | 1492.73%-1478.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $6,209 | $2,557+142.8% | $2,960+109.8% | $2,427+155.8% |
| Participant deferral / active EE | $8,419 | $3,303+154.9% | $4,276+96.9% | $4,046+108.1% |
| Admin fee / account holder | $532 | $516+3.1% | $5,949-91.1% | $626-15.1% |