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, LLC3+ years Filed as: QUALIFIED PLANS LLC Service code 15 · EIN 58-2605083 | Recordkeeping | $11,958 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $61,596 | $81,537-24.5% | $149,718-58.9% | $69,631-11.5% |
| Participation rate | 91.3% | 86.1%+5.2pp | 87.1%+4.2pp | 70.7%+20.6pp |
| Annual return | 15.76% | 22.79%-7.0pp | 1501.63%-1485.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $2,944 | $3,239-9.1% | $5,445-45.9% | $2,032+44.9% |
| Participant deferral / active EE | $3,578 | $4,994-28.4% | $6,569-45.5% | $3,224+11.0% |
| Admin fee / account holder | $10 | $107-90.3% | $11,283-99.9% | $110-90.7% |