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 INC2 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,202 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,608 | $63,114+80.0% | $92,893+22.3% | $65,185+74.3% |
| Participation rate | 99.2% | 68.8%+30.4pp | 76.0%+23.2pp | 70.2%+29.0pp |
| Annual return | 28.91% | 28.75%+0.2pp | 109.41%-80.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $6,378 | $2,571+148.1% | $3,653+74.6% | $2,177+193.0% |
| Participant deferral / active EE | $6,895 | $3,108+121.8% | $4,236+62.8% | $3,514+96.2% |
| Admin fee / account holder | $319 | $624-48.9% | $5,794-94.5% | $847-62.4% |