Filed October 1, 2015
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN PARTNERS INC1 year Filed as: WEALTHPLAN PARTNERS, INC. Service code 26 · EIN 47-0784126 | Advisory (Participants) | $15,207 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,657 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,288 | $42,548-42.9% | $74,550-67.4% | $56,287-56.9% |
| Participation rate | 74.7% | 60.5%+14.3pp | 69.1%+5.6pp | 69.9%+4.9pp |
| Annual return | -7.58% | 12.40%-20.0pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $636 | $855-25.7% | $1,961-67.6% | $2,111-69.9% |
| Participant deferral / active EE | $3,355 | $2,277+47.3% | $3,108+7.9% | $3,350+0.1% |
| Admin fee / account holder | $29 | $467-93.8% | $5,060-99.4% | $521-94.5% |