Filed August 15, 2006
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 |
|---|---|---|
QBI, LLC1 year Filed as: QBI,LLC Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $9,752 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,383 | $47,648-40.4% | $130,648-78.3% | $67,579-58.0% |
| Participation rate | 39.9% | 60.4%-20.5pp | 71.7%-31.8pp | 71.3%-31.4pp |
| Annual return | 21.43% | 25.73%-4.3pp | 1708.96%-1687.5pp | 378.56%-357.1pp |
| Employer contribution / active EE | $436 | $1,408-69.0% | $4,092-89.3% | $2,148-79.7% |
| Participant deferral / active EE | $1,695 | $2,616-35.2% | $3,603-52.9% | $3,539-52.1% |
| Admin fee / account holder | $168 | $105+59.5% | $5,464-96.9% | $142+17.7% |