Retirement plan

Q1 LLC 401(K) PLAN

Name: Q1, LLC - Q1 LLC 401(K) PLAN (2018) Form 5500
Creator: Q1, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, Q1 LLC 401(K) PLAN, Q1, LLC

Q1, LLCEIN 81-1114271Plan #001PY 2018

1500 TRADEPORT DR. - ORLANDO, FL 32824

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$409K

No prior year

Total participants

No prior year

Average account balance

$7,044

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,968 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,968 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$43K

$739 / participant

Other / not subdivided$43K100.0%

% of EOY assets

10.493%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,044

$58,587-88.0%

$83,322-91.5%

$64,173-89.0%

Participation rate

100.0%

72.0%+28.0pp

77.8%+22.2pp

69.6%+30.4pp

Annual return

0.00%

9.65%-9.7pp

10.64%-10.6pp

7.63%-7.6pp

Employer contribution / active EE

$2,657

$2,098+26.6%

$3,379-21.4%

$2,381+11.6%

Participant deferral / active EE

$3,338

$4,654-28.3%

$5,565-40.0%

$3,470-3.8%

Admin fee / account holder

$739

$9,279-92.0%

$7,540-90.2%

$4,887-84.9%

Q1 LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Q1 LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion