Filed September 9, 2026
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 |
|---|---|---|
Service code 99 · EIN 82-1364595 | Other Fees | $37,864 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $11,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,264 | $55,214+50.8% | $104,607-20.4% | $73,488+13.3% |
| Participation rate | 91.0% | 67.8%+23.1pp | 74.1%+16.9pp | 70.7%+20.3pp |
| Annual return | 12.22% | 24.79%-12.6pp | 340.46%-328.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,311 | $1,468+57.4% | $2,681-13.8% | $2,270+1.8% |
| Participant deferral / active EE | $4,617 | $2,925+57.9% | $3,740+23.5% | $3,740+23.5% |
| Admin fee / account holder | $284 | $424-33.0% | $6,473-95.6% | $513-44.6% |