Filed December 2, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $12,782 |
WEALTHPLAN ADVISORS LLC1+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $11,673 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $14,014 | $37,039-62.2% | $147,614-90.5% | $59,188-76.3% |
| Participation rate | 14.6% | 63.8%-49.2pp | 84.6%-70.1pp | 69.4%-54.9pp |
| Annual return | 0.92% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $169 | $1,353-87.5% | $5,564-97.0% | $2,098-91.9% |
| Participant deferral / active EE | $267 | $2,094-87.2% | $4,895-94.5% | $3,265-91.8% |
| Admin fee / account holder | $9 | $60-85.0% | $11,611-99.9% | $92-90.2% |