Filed December 12, 2011 (most recent of 4 filings on file)
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 LLC1 year Service code 27 · EIN 47-2622892 | Advisory (Plan) | $46,210 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,683 |
HEALTHINSIGHT1 year Service code 49 · EIN 87-0303872 | Other Services | $8,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,414 | $54,237+125.7% | $90,281+35.6% | $67,579+81.1% |
| Participation rate | 71.2% | 68.6%+2.6pp | 73.3%-2.1pp | 71.3%-0.1pp |
| Annual return | 23.99% | 37.27%-13.3pp | 78.10%-54.1pp | 378.56%-354.6pp |
| Employer contribution / active EE | $6,083 | $1,846+229.5% | $2,854+113.1% | $2,148+183.2% |
| Participant deferral / active EE | $5,881 | $2,625+124.0% | $3,885+51.4% | $3,539+66.2% |
| Admin fee / account holder | $59 | $123-52.6% | $5,351-98.9% | $142-58.9% |