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 LLC8+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $34,883 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,429 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,514 | $47,898-15.4% | $117,472-65.5% | $64,808-37.5% |
| Participation rate | 98.4% | 61.9%+36.5pp | 70.6%+27.8pp | 71.5%+26.9pp |
| Annual return | -17.09% | -15.54%-1.5pp | 29.74%-46.8pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,213 | $1,774-31.6% | $4,176-71.0% | $2,506-51.6% |
| Participant deferral / active EE | $4,503 | $3,151+42.9% | $4,070+10.6% | $4,310+4.5% |
| Admin fee / account holder | $12 | $132-90.6% | $5,645-99.8% | $188-93.4% |