Retirement plan

THE QUALITY CONNECTION 401(K) PLAN QRP

Name: THE QUALITY CONNECTION - THE QUALITY CONNECTION 401(K) PLAN QRP (2020) Form 5500
Creator: THE QUALITY CONNECTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE QUALITY CONNECTION 401(K) PLAN QRP, THE QUALITY CONNECTION

THE QUALITY CONNECTIONEIN 35-1695184Plan #001PY 2020

1828 N MERIDIAN STREET, SUITE 115 - INDIANAPOLIS, IN 46202317-931-3611

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$571K

+31.1% from 2019

Total participants

0.0% from 2019

Average account balance

No prior year

Annual return

17.91%

-9.91 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$955K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$955K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.23%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$9700

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$4811 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.842%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$100,911-100.0%

$90,440-100.0%

$158,966-100.0%

Participation rate

0.0%

75.0%-75.0pp

72.7%-72.7pp

82.0%-82.0pp

Annual return

17.91%

1726.62%-1708.7pp

1294.38%-1276.5pp

302.95%-285.0pp

Employer contribution / active EE

$32,500

$3,690+780.7%

$3,263+896.0%

$4,762+582.4%

Participant deferral / active EE

$25,000

$4,348+474.9%

$3,964+530.7%

$5,983+317.8%

Admin fee / account holder

$6,507-100.0%

$5,615-100.0%

$11,250-100.0%

THE QUALITY CONNECTION 401(K) PLAN QRP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE QUALITY CONNECTION 401(K) PLAN QRP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion