Filed April 3, 2019
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 |
|---|---|---|
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 4949 WESTOWN PKWY · WEST DES MOINES, IA 50266 | Pension Consulting | $12,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,917 | $46,219-39.6% | $89,391-68.8% | $90,288-69.1% |
| Participation rate | 6.8% | 44.9%-38.1pp | 68.0%-61.1pp | 73.4%-66.5pp |
| Annual return | 14.74% | 25.71%-11.0pp | 245.62%-230.9pp | 53.97%-39.2pp |
| Employer contribution / active EE | $43 | $953-95.5% | $2,586-98.3% | $2,524-98.3% |
| Participant deferral / active EE | $260 | $2,136-87.8% | $3,890-93.3% | $4,232-93.8% |
| Admin fee / account holder | $134 | $147-8.8% | $4,881-97.3% | $114+17.5% |