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 INC2 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 26 · EIN 47-0784126 | Advisory (Participants) | $18,768 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,921 |
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 | $26,356 | $49,138-46.4% | $84,015-68.6% | $65,185-59.6% |
| Participation rate | 73.9% | 60.7%+13.2pp | 69.0%+4.9pp | 70.2%+3.7pp |
| Annual return | 28.59% | 23.00%+5.6pp | 71.31%-42.7pp | 29.38%-0.8pp |
| Employer contribution / active EE | $624 | $914-31.7% | $1,983-68.5% | $2,177-71.3% |
| Participant deferral / active EE | $3,491 | $2,397+45.6% | $3,239+7.8% | $3,514-0.6% |
| Admin fee / account holder | $16 | $543-97.1% | $6,101-99.7% | $847-98.1% |