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 |
|---|---|---|
WEALTH MANAGEMENT ADVISORS2 years Filed as: WEALTH MANAGEMENT ADVISORS, LLC Service code 26 · EIN 13-4251514 50 WEST MAIN STREET · MILFORD, CT 06460 | Advisory (Participants) | $35,637 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant 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 | $0 | $33,520-100.0% | $334,201-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.9%-43.9pp | 2.1%-2.1pp |
| Annual return | 8.28% | 7.01%+1.3pp | 9.84%-1.6pp | 7.65%+0.6pp |
| Employer contribution / active EE | $13,654 | $15,137-9.8% | $30,320-55.0% | $20,599-33.7% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,213-100.0% | $193-100.0% |