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 LLC7+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $39,211 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,453 | $62,723-19.6% | $142,863-64.7% | $86,799-41.9% |
| Participation rate | 96.6% | 62.6%+34.0pp | 71.9%+24.6pp | 72.3%+24.3pp |
| Annual return | 15.33% | 17.62%-2.3pp | 5637.54%-5622.2pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,069 | $1,627-34.3% | $4,144-74.2% | $2,405-55.5% |
| Participant deferral / active EE | $3,803 | $3,039+25.2% | $3,837-0.9% | $4,131-7.9% |
| Admin fee / account holder | $15 | $140-88.9% | $6,560-99.8% | $170-90.9% |