See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC3 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $36,590 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,037 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,058 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,894 | $40,385-6.2% | $80,569-53.0% | $74,419-49.1% |
| Participation rate | 95.1% | 47.4%+47.7pp | 67.0%+28.1pp | 70.7%+24.4pp |
| Annual return | 14.27% | 164.85%-150.6pp | 935.43%-921.2pp | 34.38%-20.1pp |
| Employer contribution / active EE | $525 | $1,496-64.9% | $2,723-80.7% | $2,637-80.1% |
| Participant deferral / active EE | $3,778 | $2,674+41.3% | $4,447-15.1% | $4,528-16.6% |
| Admin fee / account holder | $146 | $720-79.7% | $5,377-97.3% | $348-58.0% |