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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $172,574 |
WEALTHPLAN ADVISORS LLC4 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $62,324 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,640 | $47,456-39.6% | $172,739-83.4% | $77,787-63.2% |
| Participation rate | 95.7% | 66.3%+29.4pp | 82.6%+13.0pp | 73.2%+22.5pp |
| Annual return | 24.22% | 35.57%-11.4pp | 802.84%-778.6pp | 32.57%-8.4pp |
| Employer contribution / active EE | $404 | $1,574-74.3% | $5,143-92.1% | $2,504-83.9% |
| Participant deferral / active EE | $2,755 | $2,560+7.6% | $5,198-47.0% | $3,967-30.6% |
| Admin fee / account holder | $123 | $81+52.0% | $13,954-99.1% | $100+22.8% |