Filed March 7, 2006
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 99 · EIN 82-1364595 | Other Fees | $35,830 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $16,191 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,802 | $106,236-45.6% | $112,228-48.5% | $64,808-10.8% |
| Participation rate | 85.6% | 71.7%+14.0pp | 75.1%+10.6pp | 71.5%+14.2pp |
| Annual return | -16.39% | -6.02%-10.4pp | 27.45%-43.8pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,448 | $3,166-54.3% | $3,635-60.2% | $2,506-42.2% |
| Participant deferral / active EE | $4,220 | $3,785+11.5% | $4,728-10.7% | $4,310-2.1% |
| Admin fee / account holder | $255 | $452-43.6% | $6,410-96.0% | $188+35.7% |