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 INC3 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 26 · EIN 47-0784126 | Advisory (Participants) | $23,096 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,676 |
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 | $30,776 | $54,573-43.6% | $90,951-66.2% | $73,488-58.1% |
| Participation rate | 80.5% | 61.2%+19.4pp | 69.0%+11.5pp | 70.7%+9.9pp |
| Annual return | 14.85% | 16.69%-1.8pp | 134.60%-119.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $611 | $991-38.4% | $2,122-71.2% | $2,270-73.1% |
| Participant deferral / active EE | $3,607 | $2,517+43.3% | $3,373+7.0% | $3,740-3.5% |
| Admin fee / account holder | $35 | $521-93.3% | $5,959-99.4% | $513-93.2% |