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 6-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 |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MGT LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $32,235 |
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,572 | $80,673+54.4% | $101,326+22.9% | $84,808+46.9% |
| Participation rate | 84.1% | 77.8%+6.3pp | 81.5%+2.6pp | 68.3%+15.8pp |
| Annual return | 15.28% | 38.95%-23.7pp | 36.82%-21.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,501 | $2,698-44.4% | $3,665-59.0% | $2,631-43.0% |
| Participant deferral / active EE | $4,780 | $6,840-30.1% | $7,994-40.2% | $4,212+13.5% |
| Admin fee / account holder | $806 | $12,784-93.7% | $11,185-92.8% | $7,344-89.0% |