See peer percentile detail with Solo.
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 LLC5+ years Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E. INDIAN SCHOOL RD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $15,046 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,498 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,893 | $99,957-65.1% | $149,696-76.7% | $73,488-52.5% |
| Participation rate | 81.5% | 75.7%+5.8pp | 82.5%-1.0pp | 70.7%+10.8pp |
| Annual return | 21.83% | 53.87%-32.0pp | 276.60%-254.8pp | 28.51%-6.7pp |
| Employer contribution / active EE | $507 | $3,191-84.1% | $4,644-89.1% | $2,270-77.7% |
| Participant deferral / active EE | $5,615 | $6,073-7.5% | $6,842-17.9% | $3,740+50.2% |
| Admin fee / account holder | $171 | $551-69.0% | $9,309-98.2% | $513-66.7% |