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 | $45,845 |
WEALTHPLAN ADVISORS LLC1 year Service code 27 · EIN 47-2622892 | Advisory (Plan) | $17,974 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,094 | $44,734-52.8% | $99,443-78.8% | $67,579-68.8% |
| Participation rate | 95.3% | 66.2%+29.1pp | 73.8%+21.4pp | 71.3%+24.0pp |
| Annual return | 43.96% | 32.45%+11.5pp | 30.72%+13.2pp | 378.56%-334.6pp |
| Employer contribution / active EE | $2,772 | $1,261+119.9% | $2,540+9.2% | $2,148+29.1% |
| Participant deferral / active EE | $4,383 | $2,731+60.5% | $3,619+21.1% | $3,539+23.8% |
| Admin fee / account holder | $111 | $120-7.2% | $6,250-98.2% | $142-22.0% |