See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $11,577 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,950 |
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 | $28,666 | $51,197-44.0% | $82,719-65.3% | $66,914-57.2% |
| Participation rate | 96.9% | 67.8%+29.0pp | 72.6%+24.3pp | 69.8%+27.0pp |
| Annual return | -15.31% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,995 | $2,611+14.7% | $3,009-0.5% | $2,544+17.7% |
| Participant deferral / active EE | $3,579 | $3,458+3.5% | $4,395-18.6% | $4,237-15.5% |
| Admin fee / account holder | $74 | $416-82.3% | $5,329-98.6% | $593-87.6% |