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, LLC2 years Filed as: QBI,LLC Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $17,910 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,781 |
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 | $30,455 | $54,121-43.7% | $134,143-77.3% | $73,409-58.5% |
| Participation rate | 39.7% | 64.4%-24.6pp | 72.2%-32.4pp | 72.2%-32.4pp |
| Annual return | 16.21% | -312.52%+328.7pp | 36.33%-20.1pp | 59.29%-43.1pp |
| Employer contribution / active EE | $352 | $1,402-74.9% | $3,704-90.5% | $2,234-84.3% |
| Participant deferral / active EE | $1,241 | $2,844-56.3% | $3,499-64.5% | $3,805-67.4% |
| Admin fee / account holder | $194 | $132+46.4% | $6,684-97.1% | $158+22.8% |