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 INC4 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 26 · EIN 47-0784126 | Advisory (Participants) | $29,274 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,474 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,918 | $59,263-42.8% | $96,562-64.9% | $79,386-57.3% |
| Participation rate | 80.1% | 61.9%+18.2pp | 69.8%+10.3pp | 70.7%+9.4pp |
| Annual return | 13.89% | 27.07%-13.2pp | 37.78%-23.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $839 | $1,216-31.0% | $2,356-64.4% | $2,427-65.5% |
| Participant deferral / active EE | $4,997 | $2,948+69.5% | $3,849+29.8% | $4,046+23.5% |
| Admin fee / account holder | $17 | $658-97.4% | $6,181-99.7% | $626-97.3% |