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 INC6 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $45,996 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,198 |
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 | $136,509 | $58,264+134.3% | $86,612+57.6% | $71,457+91.0% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | 19.21% | 21.63%-2.4pp | 591.07%-571.9pp | 28.85%-9.6pp |
| Employer contribution / active EE | $9,049 | $2,574+251.6% | $3,022+199.4% | $2,588+249.7% |
| Participant deferral / active EE | $9,149 | $3,436+166.3% | $4,438+106.2% | $4,289+113.3% |
| Admin fee / account holder | $355 | $1,057-66.4% | $5,614-93.7% | $1,587-77.6% |