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 INC5 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 26 · EIN 85-4122522 | Advisory (Participants) | $26,405 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,409 |
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 | $32,140 | $42,353-24.1% | $79,550-59.6% | $64,808-50.4% |
| Participation rate | 75.3% | 64.8%+10.5pp | 69.5%+5.8pp | 71.5%+3.8pp |
| Annual return | -17.09% | -12.24%-4.8pp | 0.16%-17.3pp | 32.82%-49.9pp |
| Employer contribution / active EE | $774 | $1,181-34.5% | $2,413-67.9% | $2,506-69.1% |
| Participant deferral / active EE | $4,679 | $3,170+47.6% | $3,985+17.4% | $4,310+8.6% |
| Admin fee / account holder | $231 | $160+44.9% | $6,832-96.6% | $188+23.1% |