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 Filed as: IMA ADVISORY SERVICES INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $64,808 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,590 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,837 | $56,317+214.0% | $71,209+148.3% | $74,304+138.0% |
| Participation rate | 98.5% | 55.1%+43.4pp | 73.8%+24.8pp | 60.3%+38.2pp |
| Annual return | 17.20% | 42.83%-25.6pp | 282.51%-265.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $9,051 | $2,160+319.0% | $2,721+232.6% | $2,241+303.8% |
| Participant deferral / active EE | $9,857 | $2,788+253.6% | $4,175+136.1% | $3,767+161.6% |
| Admin fee / account holder | $474 | $2,290-79.3% | $5,349-91.1% | $2,969-84.0% |