Filed April 3, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 4949 WESTOWN PKWY · WEST DES MOINES, IA 50266 | Pension Consulting | $13,464 |
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.
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 | $29,426 | $45,719-35.6% | $96,139-69.4% | $93,030-68.4% |
| Participation rate | 5.9% | 45.8%-39.9pp | 68.4%-62.5pp | 73.9%-68.0pp |
| Annual return | 14.75% | 3211.95%-3197.2pp | 191.94%-177.2pp | 158.70%-144.0pp |
| Employer contribution / active EE | $70 | $1,139-93.8% | $2,797-97.5% | $2,706-97.4% |
| Participant deferral / active EE | $335 | $2,344-85.7% | $4,349-92.3% | $4,562-92.7% |
| Admin fee / account holder | $131 | $128+2.3% | $5,537-97.6% | $152-13.6% |