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 LLC6+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $31,943 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,450 |
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 | $42,091 | $54,121-22.2% | $134,143-68.6% | $73,409-42.7% |
| Participation rate | 97.9% | 64.4%+33.5pp | 72.2%+25.7pp | 72.2%+25.7pp |
| Annual return | 14.07% | -312.52%+326.6pp | 36.33%-22.3pp | 59.29%-45.2pp |
| Employer contribution / active EE | $979 | $1,402-30.2% | $3,704-73.6% | $2,234-56.2% |
| Participant deferral / active EE | $3,530 | $2,844+24.1% | $3,499+0.9% | $3,805-7.2% |
| Admin fee / account holder | $36 | $132-72.8% | $6,684-99.5% | $158-77.2% |