See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $15,516 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,240 |
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 | $61,251 | $46,360+32.1% | $147,614-58.5% | $52,331+17.0% |
| Participation rate | 92.8% | 64.9%+27.9pp | 84.6%+8.2pp | 68.1%+24.7pp |
| Annual return | -0.57% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,555 | $2,126+20.2% | $5,564-54.1% | $1,882+35.8% |
| Participant deferral / active EE | $5,450 | $2,258+141.4% | $4,895+11.3% | $3,022+80.3% |
| Admin fee / account holder | $9 | $766-98.8% | $11,611-99.9% | $592-98.5% |