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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC3+ years Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E. INDIAN SCHOOL RD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $18,453 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,981 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,172 | $73,102-72.4% | $123,544-83.7% | $56,287-64.2% |
| Participation rate | 81.1% | 74.3%+6.8pp | 82.3%-1.2pp | 69.9%+11.3pp |
| Annual return | -4.72% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $529 | $2,977-82.2% | $4,628-88.6% | $2,111-74.9% |
| Participant deferral / active EE | $4,128 | $5,423-23.9% | $6,426-35.8% | $3,350+23.2% |
| Admin fee / account holder | $194 | $554-65.0% | $9,284-97.9% | $521-62.8% |