See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $54,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,423 |
QP ADVISORY LLC1 year Filed as: QUALIFIED PLAN ADVISORY LLC Service code 27 · EIN 80-0383171 | Advisory (Plan) | $14,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,150 | $49,808+0.7% | $95,745-47.6% | $74,419-32.6% |
| Participation rate | 52.3% | 66.6%-14.3pp | 72.3%-20.0pp | 70.7%-18.4pp |
| Annual return | 22.81% | 24.91%-2.1pp | 28.35%-5.5pp | 34.38%-11.6pp |
| Employer contribution / active EE | $1,708 | $1,639+4.2% | $2,835-39.7% | $2,637-35.2% |
| Participant deferral / active EE | $3,360 | $3,739-10.1% | $4,245-20.8% | $4,528-25.8% |
| Admin fee / account holder | $140 | $311-55.0% | $5,678-97.5% | $348-59.8% |