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 | $38,884 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $10,981 |
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 | $64,000 | $92,971-31.2% | $96,683-33.8% | $74,419-14.0% |
| Participation rate | 91.4% | 71.5%+19.8pp | 74.3%+17.0pp | 70.7%+20.7pp |
| Annual return | 18.20% | 37.49%-19.3pp | 35.69%-17.5pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,595 | $3,426-53.4% | $3,737-57.3% | $2,637-39.5% |
| Participant deferral / active EE | $4,819 | $3,970+21.4% | $4,878-1.2% | $4,528+6.4% |
| Admin fee / account holder | $236 | $633-62.8% | $6,730-96.5% | $348-32.3% |