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 Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $30,228 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,825 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,978 | $69,305-43.8% | $82,313-52.6% | $69,631-44.0% |
| Participation rate | 64.8% | 80.3%-15.4pp | 76.9%-12.1pp | 70.7%-5.9pp |
| Annual return | 17.52% | 21.47%-3.9pp | 25.88%-8.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,613 | $1,887-14.5% | $2,428-33.6% | $2,032-20.6% |
| Participant deferral / active EE | $3,049 | $3,568-14.6% | $3,706-17.7% | $3,224-5.4% |
| Admin fee / account holder | $123 | $97+26.6% | $5,608-97.8% | $110+11.4% |