Filed February 7, 2006
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 LLC2+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $58,345 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,300 |
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 | $59,487 | $57,921+2.7% | $84,750-29.8% | $57,658+3.2% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 70.2%+25.8pp |
| Annual return | 7.95% | 10.24%-2.3pp | 22.78%-14.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $856 | $2,598-67.0% | $3,574-76.0% | $1,974-56.6% |
| Participant deferral / active EE | $4,429 | $2,742+61.5% | $3,712+19.3% | $3,061+44.7% |
| Admin fee / account holder | $22 | $130-82.7% | $5,332-99.6% | $95-76.2% |