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 INC1 year Service code 27 · EIN 48-1233289 | Advisory (Plan) | $21,868 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,590 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,562 | $79,013+53.9% | $100,391+21.1% | $74,495+63.2% |
| Participation rate | 84.9% | 79.5%+5.5pp | 81.5%+3.5pp | 67.2%+17.7pp |
| Annual return | 24.82% | 20.41%+4.4pp | 49.20%-24.4pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $2,588 | $3,021-14.3% | $3,942-34.3% | $2,623-1.3% |
| Participant deferral / active EE | $9,470 | $7,760+22.0% | $8,082+17.2% | $4,346+117.9% |
| Admin fee / account holder | $215 | $1,320-83.7% | $7,899-97.3% | $1,942-88.9% |