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 | $38,914 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $16,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,253 | $44,642+77.5% | $91,220-13.1% | $66,914+18.4% |
| Participation rate | 93.6% | 64.9%+28.7pp | 73.2%+20.4pp | 69.8%+23.8pp |
| Annual return | -16.31% | -12.29%-4.0pp | 114.01%-130.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,522 | $1,706+47.8% | $2,850-11.5% | $2,544-0.9% |
| Participant deferral / active EE | $5,203 | $3,349+55.4% | $4,234+22.9% | $4,237+22.8% |
| Admin fee / account holder | $341 | $521-34.6% | $5,420-93.7% | $593-42.5% |