Filed December 8, 2016
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 LLC3 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $14,772 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $80,530-100.0% | $90,281-100.0% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 24.97% | 36.03%-11.1pp | 78.10%-53.1pp | - |
| Employer contribution / active EE | $599 | $1,117-46.4% | $2,854-79.0% | - |
| Participant deferral / active EE | $2,593 | $2,324+11.6% | $3,885-33.3% | - |
| Admin fee / account holder | $0 | $3,788-100.0% | $5,351-100.0% | - |