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, LLC2+ years Filed as: QUALIFIED PLANS LLC Service code 15 · EIN 58-2605083 | Recordkeeping | $10,649 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,915 | $71,802-26.3% | $133,980-60.5% | $57,658-8.2% |
| Participation rate | 91.4% | 85.5%+5.9pp | 87.1%+4.3pp | 70.2%+21.2pp |
| Annual return | 6.18% | 13.51%-7.3pp | 29.30%-23.1pp | 5.13%+1.1pp |
| Employer contribution / active EE | $2,950 | $3,161-6.7% | $5,211-43.4% | $1,974+49.5% |
| Participant deferral / active EE | $3,563 | $4,606-22.6% | $6,282-43.3% | $3,061+16.4% |
| Admin fee / account holder | $13 | $88-85.6% | $9,324-99.9% | $95-86.6% |