Filed December 19, 2011
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 LLC5+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $28,397 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,343 |
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 | $32,359 | $47,648-32.1% | $130,648-75.2% | $67,579-52.1% |
| Participation rate | 97.6% | 60.4%+37.1pp | 71.7%+25.8pp | 71.3%+26.3pp |
| Annual return | 23.40% | 25.73%-2.3pp | 1708.96%-1685.6pp | 378.56%-355.2pp |
| Employer contribution / active EE | $885 | $1,408-37.2% | $4,092-78.4% | $2,148-58.8% |
| Participant deferral / active EE | $3,010 | $2,616+15.0% | $3,603-16.5% | $3,539-15.0% |
| Admin fee / account holder | $24 | $105-77.4% | $5,464-99.6% | $142-83.3% |