Filed December 8, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 22-0223513 | Pension Consulting | $5,125 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,460 | $43,423-27.6% | $78,689-60.0% | $55,167-43.0% |
| Participation rate | 76.9% | 68.0%+8.9pp | 73.6%+3.4pp | 69.0%+7.9pp |
| Annual return | -3.46% | 11.53%-15.0pp | 62.18%-65.6pp | 169.23%-172.7pp |
| Employer contribution / active EE | $1,344 | $1,997-32.7% | $2,851-52.8% | $1,963-31.5% |
| Participant deferral / active EE | $1,611 | $2,509-35.8% | $3,517-54.2% | $3,054-47.2% |
| Admin fee / account holder | $36 | $416-91.4% | $4,510-99.2% | $504-92.9% |