Filed August 30, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,234 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,298 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,734 | $50,820-61.2% | $155,567-87.3% | $77,671-74.6% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.8pp |
| Annual return | 12.89% | 34.85%-22.0pp | 64.74%-51.8pp | 31.21%-18.3pp |
| Employer contribution / active EE | $632 | $1,993-68.3% | $4,674-86.5% | $2,726-76.8% |
| Participant deferral / active EE | $1,613 | $2,823-42.9% | $5,628-71.3% | $4,648-65.3% |
| Admin fee / account holder | $182 | $436-58.2% | $15,916-98.9% | $430-57.7% |