Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MGT LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $27,546 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,094 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,809-100.0% | $97,032-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 71.6%-71.6pp | 80.8%-80.8pp |
| Annual return | -91.82% | 38.06%-129.9pp | 35.38%-127.2pp | 148.84%-240.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |