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 INC6 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 26 · EIN 85-4122522 | Advisory (Participants) | $33,333 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,309 |
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 | $30,868 | $53,165-41.9% | $86,188-64.2% | $74,419-58.5% |
| Participation rate | 84.7% | 64.9%+19.8pp | 69.0%+15.7pp | 70.7%+13.9pp |
| Annual return | 44.00% | 22.64%+21.4pp | 1168.45%-1124.4pp | 34.38%+9.6pp |
| Employer contribution / active EE | $662 | $1,210-45.3% | $2,380-72.2% | $2,637-74.9% |
| Participant deferral / active EE | $3,975 | $3,234+22.9% | $3,985-0.2% | $4,528-12.2% |
| Admin fee / account holder | $258 | $551-53.1% | $6,852-96.2% | $348-25.7% |