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, LLC2 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $121,581 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,310 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,593 |
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 | $62,390 | $58,336+6.9% | $97,226-35.8% | $199,593-68.7% |
| Participation rate | 39.6% | 63.8%-24.2pp | 72.7%-33.1pp | 72.0%-32.4pp |
| Annual return | 16.36% | 32.81%-16.5pp | 75.13%-58.8pp | 34.25%-17.9pp |
| Employer contribution / active EE | $1,374 | $1,416-3.0% | $2,729-49.6% | $3,034-54.7% |
| Participant deferral / active EE | $2,794 | $3,240-13.8% | $4,264-34.5% | $5,087-45.1% |
| Admin fee / account holder | $292 | $114+156.6% | $5,654-94.8% | $269+8.8% |