Filed February 3, 2010
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 12 · EIN 35-0145825 | Participant loan processing; Recordke... | $3,264 |
WEALTHPLAN ADVISORS LLC2 years Filed as: WEALTH PLAN ADVISORS Service code 16 · EIN 47-2622892 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,068 | $62,928-60.2% | $172,739-85.5% | $67,579-62.9% |
| Participation rate | 46.5% | 64.5%-17.9pp | 82.6%-36.1pp | 71.3%-24.8pp |
| Annual return | 7.37% | 30.36%-23.0pp | 802.84%-795.5pp | 378.56%-371.2pp |
| Employer contribution / active EE | $676 | $1,636-58.7% | $5,143-86.9% | $2,148-68.5% |
| Participant deferral / active EE | $1,195 | $2,145-44.3% | $5,198-77.0% | $3,539-66.2% |
| Admin fee / account holder | $95 | $167-43.0% | $13,954-99.3% | $142-33.2% |