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 | $152,037 |
WEALTHPLAN ADVISORS LLC4 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $60,793 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,503 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,320 | $47,722+85.1% | $82,719+6.8% | $64,808+36.3% |
| Participation rate | 97.2% | 67.6%+29.5pp | 72.6%+24.6pp | 71.5%+25.7pp |
| Annual return | -14.95% | -13.05%-1.9pp | 701.18%-716.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,755 | $2,179-19.5% | $3,009-41.7% | $2,506-30.0% |
| Participant deferral / active EE | $7,863 | $3,329+136.2% | $4,395+78.9% | $4,310+82.4% |
| Admin fee / account holder | $250 | $143+74.7% | $5,329-95.3% | $188+32.9% |