Filed October 28, 2013 (most recent of 4 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 |
|---|---|---|
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC Service code 15 · EIN 58-2605083 | Recordkeeping | $12,253 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,553 | $68,413-20.3% | $123,104-55.7% | $55,191-1.2% |
| Participation rate | 92.1% | 84.5%+7.6pp | 86.8%+5.3pp | 69.2%+22.9pp |
| Annual return | -0.26% | 6.30%-6.6pp | 13.22%-13.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $3,007 | $3,050-1.4% | $5,151-41.6% | $1,899+58.4% |
| Participant deferral / active EE | $3,611 | $4,490-19.6% | $6,230-42.0% | $3,046+18.5% |
| Admin fee / account holder | $56 | $88-35.8% | $9,015-99.4% | $91-37.9% |