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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,061 |
WEALTHPLAN ADVISORS LLC3 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $71,617 |
COMAGINE HEALTH1 year Service code 49 · EIN 91-1072875 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,956 | $58,290+93.8% | $98,442+14.7% | $86,799+30.1% |
| Participation rate | 98.0% | 68.3%+29.6pp | 73.3%+24.6pp | 72.3%+25.7pp |
| Annual return | 15.51% | 43.48%-28.0pp | 1492.73%-1477.2pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,880 | $2,008-6.4% | $2,960-36.5% | $2,405-21.8% |
| Participant deferral / active EE | $7,671 | $3,152+143.3% | $4,276+79.4% | $4,131+85.7% |
| Admin fee / account holder | $219 | $138+58.7% | $5,949-96.3% | $170+28.9% |