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 10-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 LLC2+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $29,452 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,004 |
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 | $125,759 | $76,552+64.3% | $123,892+1.5% | $62,891+100.0% |
| Participation rate | 92.8% | 73.0%+19.8pp | 81.4%+11.4pp | 69.3%+23.5pp |
| Annual return | 9.33% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,879 | $2,883+34.6% | $4,617-16.0% | $2,281+70.1% |
| Participant deferral / active EE | $9,074 | $4,840+87.5% | $5,984+51.6% | $3,203+183.3% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |