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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,443 |
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT, Service code 27 · EIN 83-1730027 | Advisory (Plan) | $28,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,324 | $93,571-19.5% | $135,903-44.6% | $75,163+0.2% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 15.11% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,745 | $3,537-22.4% | $4,856-43.5% | $2,670+2.8% |
| Participant deferral / active EE | $11,491 | $6,404+79.4% | $7,758+48.1% | $4,125+178.6% |
| Admin fee / account holder | $336 | $6,975-95.2% | $10,762-96.9% | $5,651-94.1% |