Filed May 21, 2012 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $56,987 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, SUITE 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC9+ years Service code 10 · EIN 47-0625816 | Accounting | $16,750 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,220 | $95,274+271.8% | $135,903+160.6% | $74,419+376.0% |
| Participation rate | 99.7% | 78.2%+21.6pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 18.75% | 32.77%-14.0pp | 68.23%-49.5pp | 34.38%-15.6pp |
| Employer contribution / active EE | $12,667 | $3,874+227.0% | $4,856+160.9% | $2,637+380.3% |
| Participant deferral / active EE | $15,178 | $7,782+95.0% | $7,758+95.6% | $4,528+235.2% |
| Admin fee / account holder | $130 | $266-51.0% | $10,762-98.8% | $348-62.5% |